Casualty Broker

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

We are seeking an Assistant Broker to join our growing team in Irvine, CA.

Assists the Brokers by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties:

How You Will Contribute

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine the degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Work with Brokers ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
• Prepare quotes, binders, and SLA filings as needed or directed by the Broker.
• Provide full assistance and support for the sales and production process in the department.
• Work with Brokers when reviewing risks submitted by Producers, rate submissions for premium and terms, and issue written binders.
• Assist Broker with developing and cultivating carrier and brokerage relationships to place specific risks and grow a book of business.
• Review indications, quotes, binders, submissions, and policies for completeness and high degree of accuracy.
• Understand and extend Company facilities, brokering risks when required to successfully negotiate a placement; assist broker to improve quote to bind activity & production results.
• Become thoroughly familiar with the use of all agency management software systems and suggest labor-saving uses to the Department Leader.
• Issuance and/or re-issuance of Certificates of Insurance.
• Work with the Brokers to ensure the forms, terms & conditions on the policies are consistent with quotes & binders.
• Telephone assistance. This duty involves the ability to answer basic questions a Producer may have. If the question is too involved, refer the Producer to Broker, who can help.

Licenses and Certifications:

• P&C licensed

Skills & Experience to Be Successful

• Minimum Education required; HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
• Proficient with MS Office.
• 1-3 years' experience in a similar insurance support position.
• Associate or bachelor's degree in a business or financial related discipline (preferred).
• Pursuing a CIC or CPCU designation, or similar insurance coursework (preferred).

Pay Range:

$22.00 - $30.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, The Power to Be Yourself.