California Licensed Broker Assistant

Job Summary

A company is looking for a Broker Assistant to support insurance policy solicitation and placement tasks.

Key Responsibilities

• Assist designated Lead Broker(s) and back-up other Broker's Assistants as needed
• Handle customer inquiries and manage quote submissions and documentation for policy issuance
• Ensure compliance with binding market rules and track submissions to underwriters

Required Qualifications

• High school diploma and current active Property and Casualty Producer License
• Preferred: Two or more years of college and completion of insurance courses such as INS21, CIC, or CISR
• Basic knowledge of ISO Commercial General Liability form and property insurance forms
• Basic knowledge of the Property/Casualty insurance industry
• Proficiency in Microsoft Office 365 applications and familiarity with Agency Management Systems