Production Apprentice
On-siteDallas, Texas, United States
Job Summary
Assist the broker team in servicing active and expired policy files while adhering to Quality Management System standards. Relay written bind and endorsement requests from retailers to carriers, ensuring licensed team members are included on all communications. Compile information from retailers to prepare quotes for release and process confirmations of coverage upon receipt of market binders. Transmit issued policies and follow up on pending endorsements, reviewing accuracy before transmission to retailers. Manage follow-up tasks, escalate unresolved issues, and ensure Surplus Line documents are submitted correctly and on time. Open, distribute, and file mail as needed, and assist accounting with billing reconciliations. Complete required educational courses and obtain property & casualty and surplus lines licenses.
Required Qualifications
- Strong organization, follow-up, communication, and interpersonal skills
- Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently
- Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others
- Intermediate skill level in PC software (Word, Excel and other software, as required)
- Ability to be flexible in work schedule, as needed
- Manages time to get the job done
- Able to effectively interact with and adapt to diverse personality and communication styles
- Work to obtain property & casualty license and surplus lines license as required by state
- Complete educational courses and designations required by your program such as Intro to Insurance, All About Risk and Professional Risk Consultant
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