Position Summary:
The Production Associate customarily assists the Associate Broker, Broker and/or Practice Group Leader in meeting the day-to-day functions by marketing new and renewal business to underwriters, servicing active and expired policy files, and developing and fostering profitable relationships with clients a minimum of 51% of the time, in accordance with established Brown & Riding values, goals, and procedures. May be required to assist with the day-to-day technical and clerical needs of the department.
Essential Functions:
- Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation
- Works with PA in preparing Quotes and Confirmation of Coverage (Binders)
- Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary
Other Responsibilities:
- Ensure Surplus Line documents are submitted correctly and on time
- Continue learning and increase system skills to improve efficiency
- Attend educational seminars, as required and work on obtaining designations
- Produce and mail renewal letters with applications to customers when applicable
- Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required,
- Provide input to departmental procedures
- Assist with accounting reconciliation projects
- Perform other work-related duties, as assigned
- Work closely with Production Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
- Assist in handling duties of team members, as appropriate, during absences
