Broker Support Technician

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Provide assistance to brokers in the intake, evaluation, and preparation of new business and renewal Casualty submissions.

• Collaborate with retail agents to secure necessary documentation, loss details, and additional materials.

• Aid retail agents in collecting information and documents through task reminders, workflow management tools, and Outlook.

• Monitor submission progress, follow up with carriers and agents, and keep organized workflow queues.

• Assist with preparation of quotes, binding documentation, initial policy file setup, and post-issuance policy processing.

• Accurately process endorsements within established service standards.

• Manage cancellation and reinstatement notices.

• Handle pre-audit correspondence, closed event audits, and premium-bearing audits.

• Ensure electronic files are properly documented and maintained in compliance with record-keeping requirements.

• Address internal and external inquiries promptly and professionally.

• Comply with company policies, procedures, and regulatory standards.

• Engage in process improvement initiatives and cross-training as assigned.

⛳️ Requirements

• 1-3 years of experience in insurance servicing, customer service, or agency support (preferably in casualty or commercial lines).

• Exceptional interpersonal and communication abilities, both verbal and written.

• Capability to navigate internal policy management systems efficiently.

• Proficient in Microsoft Office applications, including Outlook and Excel.

• Strong attention to detail and dedication to data accuracy.

• Effective written and verbal communication skills.

• Ability to work both independently and as part of a team in a hybrid environment.

• Competence to perform efficiently in a deadline-driven, high-volume environment.

🏝️ Benefits

• Discretionary incentive compensation may be awarded.

• Comprehensive health care coverage.

• 401k plan.

• Tuition reimbursement.

• Remote work schedule.

• Potential for hybrid work in the future, limited to the Denver, CO area only.