Commercial Assistant Broker - Arlington/Roe & Co Inc

Arlington/Roe, a family-owned property/casualty wholesaler and managing general agency since 1964, has an outstanding opportunity for a Commercial Assistant Broker within our Brokerage team.

Arlington/Roe has over 200 employees located predominately throughout the Midwest. We are a sales and customer service insurance organization that operates with the utmost integrity. A national leader in the wholesale/managing general agency arena, our company is respected and valued by the insurance agents we serve and insurance carriers we represent.

Summary Job Statement:

The purpose is to support a Broker and/or Associate Broker with the administrative tasks associated with the placement of new and renewal business, prepare information for a variety of reports and documents, while also providing exemplary customer care.

Education:

• Bachelor's degree or equivalent

Qualifications:

• Insurance experience preferred, but not required
• Strong oral and written communication skills
• Exceptional attention to detail
• Positive attitude and a willingness to take on challenges
• Ability to prioritize workload & pivot quickly as it changes
• Capable of working independently and within teams
• Strong multi-tasking skills
• Proficient computer knowledge including, but not limited to, all aspects of Microsoft Office

Essential Functions:

• Provide excellent & consistent customer service to our retail partners
• Prepare a submission and submit to our carrier partners for quoting
• Process and send renewal quotes, endorsements, audits, cancellations, binders, and all other processes that occur during a policy’s life cycle
• Assist with Accounting related procedures such as invoicing
• Data entry into multiple internet-based systems
• Prepare risk or claims summaries, as needed
• Receive & respond to calls/requests concerning problems, delays, discrepancies, etc.
• Support Broker in renewal retention & new biz growth
• Communicate effectively with both our retail & carrier partners
• Request and keeping track of missing information from outside sources
• File organization and maintenance (in a paperless environment)
• Performs other duties as assigned
• The above statements are intended to describe the general nature and level of work being performed by the individual assigned to this position. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the position

For more information about Arlington/Roe, please visit our website at www.arlingtonroe.com.

Arlington/Roe is an Equal Opportunity Employer.

Arlington/Roe participates in E-Verify.