Broker Assistant Resume Samples
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Broker Assistant Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the broker assistant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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FD
F Daniel
Frances
Daniel
3822 Buckridge Summit
Boston
MA
+1 (555) 865 6017
3822 Buckridge Summit
Boston
MA
Phone
p
+1 (555) 865 6017
Experience
Experience
Boston, MA
Assistant Placement Broker
Boston, MA
Roberts Inc
Boston, MA
Assistant Placement Broker
- Execute straightforward new business placement, renewals and simple alterations of existing cover, under supervision of Sr. Broker
- May oversee the delivery of a process to agreed standards to support the running of the wider team
- Ensure that quality and compliance procedures and processes are adhered to, meeting internal and external regulations
- Throughout all processes work closely with Associates from other departments and practice groups, such as Large & Complex Property, Large & Complex Casualty, FINEX, Environmental, Construction, Healthcare, etc
- Gather information to assess and evaluate client risks in order to support the placement of client risks in to the market
- Send monthly email solicitations of upcoming renewals to the individual service team associated with an account as assigned in Bridge system
present
Philadelphia, PA
Assistant Manager Commercial Broker
Philadelphia, PA
Jast Inc
present
Philadelphia, PA
Assistant Manager Commercial Broker
present
- Provide a high level of customer service and assistance to PNP brokers and clients, FSG personnel and ARS local service teams across the country
- Maintain a diary system (via Nexsure) in order to comply with Aon best practices of policy issuance. Responsible reviewing policies for accuracy, providing a copy to the broker for approval and issuing to the local office
- Responsible for timely billing in order to facilitate processing and avoid cancellations. This is a specialized three step process involving Nexsure, CTI and ATD entry (for office dedicated accounts)
- Work with brokers to create PowerPoint presentations that include Benchmarking Data, market conditions and renewal strategies and terms
- Provide direct support on Accounts, Projects and Presentations
- Communicate via telephone and email with various Aon personnel in all offices in which FSG services
- Responsible for updating and maintaining the credibility of Aon systems including Nexsure and GRIP
Education
Education
Bachelor’s Degree
Bachelor’s Degree
New York University
Bachelor’s Degree
Skills
Skills
- Excellent organization skills, strong attention to detail and the ability to multi-task
- Ability to maintain a high level of tact and professionalism
- Good organizational, time management, and detail skills
- Strong computer and office skills
- Ability to make independent decisions following CRC guidelines with minimal or no supervision
- Ability to communicate effectively with others (written and oral)
- Strong verbal and written communication skills
- Knowledge of general office administration
- Good leadership skills to influence other assistants in a positive manner
- Possess strong interpersonal skills
5 Broker Assistant resume templates
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1
Broker Assistant Resume Examples & Samples
- Provide a high level of customer service and assistance to PNP brokers and clients, FSG personnel and ARS local service teams across the country
- Responsible for updating and maintaining the credibility of Aon systems including Nexsure and GRIP
- Responsible for timely billing in order to facilitate processing and avoid cancellations. This is a specialized three step process involving Nexsure, CTI and ATD entry (for office dedicated accounts)
- Provide direct support on Accounts, Projects and Presentations
- Work with brokers to create PowerPoint presentations that include Benchmarking Data, market conditions and renewal strategies and terms
- Maintain a diary of outstanding subjectivities and required documentation (via Nexsure). Follows up with underwriters for polices and endorsements. Follows up with the applicable local Aon service team in order to timely meet carrier deadlines and avoid cancellations or alterations to coverage
- Maintain a diary system (via Nexsure) in order to comply with Aon best practices of policy issuance. Responsible reviewing policies for accuracy, providing a copy to the broker for approval and issuing to the local office
- Communicate via telephone and email with various Aon personnel in all offices in which FSG services
- Send monthly email solicitations of upcoming renewals to the individual service team associated with an account as assigned in Bridge system
- Possess 1-3 years of data entry/technical/administrative experience
- Insurance experience preferred but not required
- Knowledge of general office administration
- Excellent organization skills, strong attention to detail and the ability to multi-task
- Ability to communicate effectively with others (written and oral)
- Intermediate PC skills (PowerPoint, Word and Excel) required
2
Broker Assistant Resume Examples & Samples
- Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues
- Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution
- Accurately explain coverages and liabilities to agents and/or clients
- Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner
- Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships
- Manage all account documentation
- Initiate and coordinate renewal activity on assigned accounts
- Initiate cancellation and non-renewal notices according to statutory and contractual requirements
- Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc
- Facilitate the flow of information from agents and underwriters
- Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources
- Process binders, invoices, and tax filings forwarding the binder and invoice to the agent
- Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible
- Provide supervision to Technical Assistants
- Assist Associate Brokers and Brokers with duties as needed
- Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education
- Must be able to understand and analyze necessary components of insurance policies
- Ability to make independent decisions following CRC guidelines with minimal or no supervision
- Good organizational, time management, and detail skills
- Extensive knowledge of insurance and CRC processes
- Ability to maintain a high level of tact and professionalism
- Good leadership skills to influence other assistants in a positive manner
- Strong computer and office skills
- College degree with a concentration in business or equivalent work experience preferred
- Minimum of one (1) year of wholesale insurance experience required
- State specific Insurance License required
- Must have Technical Assistant experience or a minimum of three (3) years general insurance experience
3
Assistant Manager Commercial Broker Resume Examples & Samples
- Commercial banking experience and relevant tertiary qualification
- Good knowledge of financial analysis and understanding the structure of security arrangements
- Credit experience is highly desirable
- Demonstrated customer service skills (internal and external) - including relationship building
- Interpersonal skills - confidence, professionalism and integrity and strong sense of accountability
- Strong organisational skills and attention to detail
4
Assistant Placement Broker Resume Examples & Samples
- Ensure that quality and compliance procedures and processes are adhered to, meeting internal and external regulations
- Computer proficiency and superior knowledge of standard computer software
- Basic commercial knowledge and an understanding of the business and sector, e.g. markets and carriers
5
Broker Assistant Resume Examples & Samples
- Computer skills including MS Office and Google platform
- Experience with social media platforms
- Highly organized and dependable
- Ability to succeed in a self-directed environment
6
Broker Assistant Resume Examples & Samples
- Bachelor’s degree preferred or equivalent combination of education and experience
- B2B sales experience
- Strong sales and marketing skills a must, business acumen, interest in continued education and professional development
- Insurance license preferred
