Broker Assistant_

Dallas

**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.**

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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ _Accessibility ([email protected]?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._

**Regular or Temporary:**

Regular

**Language Fluency:** English (Required)

**Work Shift:**

1st shift (United States of America)

**Please review the following job description:**

Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.

2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.

3. Accurately explain coverages and liabilities to agents and/or clients.

4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.

5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.

6. Manage all account documentation.

7. Initiate and coordinate renewal activity on assigned accounts.

8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements.

9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.

10. Facilitate the flow of information from agents and underwriters.

11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.

12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.

13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.

14. Provide supervision to Technical Assistants.

15. Assist Associate Brokers and Brokers with duties as needed.

16. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.

**QUALIFICATIONS**

**Required Qualifications:**

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. One year of wholesale insurance experience

2. State specific Insurance License

3. Technical Assistant experience or three years of general insurance experience

4. Must be able to understand and analyze necessary components of insurance policies

5. Ability to make independent decisions following CRC guidelines with minimal or no supervision

6. Good organizational, time management, and detail skills

7. Extensive knowledge of insurance and CRC processes

8. Ability to maintain a high level of tact and professionalism

9. Good leadership skills to influence other assistants in a positive manner

10. Possess strong interpersonal skills

11. Strong verbal and written communication skills

12. Strong computer and office skills

13. Ability to work extended hours when necessary

**Preferred Qualifications:**

1. College degree with a concentration in business or equivalent work experience

**General Description of Available Benefits for Eligible Employees of TIH:**

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH’s generous benefit plans, please visit our Benefits site (ihinsurance.com/) . Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

**_This position is part of TIH._**

**_Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release (ruist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioning) for details._**

**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**

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CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroup.com .