Commercial Assistant Broker Jobs

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. This position has the ability to work remotely.

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

Essential Functions:

• Process and send renewal quotes, endorsements, audits, cancellations, binders, and all other processes that occur during a policy’s life cycle
• Support Broker in renewal retention & new biz growth
• Request and keeping track of missing information from outside sources
• Performs other duties as assigned
• Communicate effectively with both our retail & carrier partners
• Receive & respond to calls/requests concerning problems, delays, discrepancies, etc.
• Data entry into multiple internet-based systems
• 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
• Assist with Accounting related procedures such as invoicing
• File organization and maintenance (in a paperless environment)
• Prepare a submission and submit to our carrier partners for quoting
• Prepare risk or claims summaries, as needed
• Provide excellent & consistent customer service to our retail partners

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.