Broker Assistant for Wholesale Insurance
Novatae Risk Group3 days ago
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OnsiteFull-timeEntry
Summary
Novatae Risk Group is seeking a Broker Assistant for Wholesale Insurance to join their team in Dallas, TX. The role involves overseeing a portfolio of clients through relationship building and client account development.
About the Role
As a Broker Assistant, you will be responsible for managing client service needs, handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals. You will interact with clients to discuss their needs, assure satisfaction, and solve client problems while following agency procedures for renewals and account transactions.
About You
Required:
- Property & Casualty license is required.
- Minimum of 2 years of previous P&C wholesale insurance experience.
- Proficient in basic computer skills, such as Microsoft Office and agency management software.
- Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures.
- Skilled in developing excellent inter-personal and client relations.
Preferred:
- Ability to work independently and develop new processes to improve agency efficiency.
- Strong attention to detail to ensure document accuracy.
- Team player with a strong work ethic and positive attitude.
Novatae Risk Group
Novatae is a modern specialty insurance distributor offering innovative solutions from responsive brokers, underwriters, and program managers who are passionate about helping you and your clients. As a leading MGA, program underwriter, Lloyds Coverholder, and wholesaler, we offer exclusive underwriting solutions for dozens of industry classifications from more than 500 global insurers. Novatae is specialty insurance, reimagined.
Dallas, TX