Now Hiring - Petra Risk Solutions - Insurance Specialist in Orange, CA

Full description of the position

JOB SUMMARY

An established and growing Commercial Insurance Brokerage is looking for an experienced Commercial Insurance Specialist to support our sales producers and insured clients. We are seeking an organized, motivated professional to join our team.

This position is responsible to provide prompt, accurate and reliable assistance in a team environment. An employee hired for this position will have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and experiential training.

DUTIES AND RESPONSIBILITIES

• Assume responsibility for assigned insured accounts.
• Review policies, endorsements, audits and applications for accuracy.
• Document discrepancies and request corrections.
• Request property valuation reports.
• Obtain information for underwriting risks.
• Create & update spreadsheets, using Excel.
• Prepare account submissions, which includes completing applications, supplemental forms and other information needed to bind coverage.
• Assist in preparing proposals and associated materials for Sales presentations.
• Obtain binding conditions/subjectivities from clients.
• Delegate specified tasks and assignments to support staff, where appropriate.
• Attach documents in Agency Management System.
• Invoice endorsements, audits and policies.
• Maintain a suspense system to follow up on outstanding items in a timely manner.
• Maintain electronic files in an orderly, up-to-date manner.
• Service accounts in a manner to eliminate E&O exposures.
• Maintain regular, pro-active communication with service team members.
• Assume other job responsibilities as assigned.

EDUCATION, EXPERIENCE, KNOWLEDGE

• Bachelors degree (BS/BA) is preferred, or equivalent combination of education and insurance experience.
• Commercial insurance experience is required.
• Property and Casualty Insurance License is required.

QUALIFICATIONS

• Effective oral and written communication skills.
• Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts.
• Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations.
• Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages.
• Ability to solve practical problems and deal with a variety of concrete variables.
• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities.
• Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance.
• Proficient use of Windows, Microsoft Word, Microsoft Excel, Outlook, the agency management (TAM) software system and office equipment
• Type 45-50 wpm
• Professional work ethic

Job Type: Full-time

Pay: $65,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• Office

Experience:

• Commercial Insurance: 5 years (Required)

License/Certification:

• Commercial Lines License (Required)

Work Location: Hybrid remote in Orange, CA 92868