Jersey City, NJ

Insurance Placement Technical Assistant

The Opportunity:

Insurance Assistant for the Brokerage group with excellent customer service skills to serve as a resource to the team. Successful applicant should be detail-oriented team player with the ability to multitask.

Responsibilities and Duties:

Service of all aspects of the placement process utilizing the firm’s agency management system

  • Inputting submissions into agency management system
  • Send out renewal solicitations 90 days in advance
  • Following up for renewal submissions, subjectivities and policies
  • Generate certificates of Insurance upon request
  • Filing using our electronic filing system in accordance with company standards
  • Demonstrate familiarity with quote letters and binders from various carriers
  • Completing schedules of insurance where needed
  • Following up on all inquiries

Produce Quotes/Binders:

  • Generate Quote letters and binders as needed in IMS (Insurance Management System)
  • Update the Quote Input Sheets and the IMS as carrier specific endorsements are added to the SiX Form
  • Ability to use Microsoft Word, Excel and Adobe Acrobat as well as familiarity with quote letters and binders from various carriers
  • Quote follow ups


  • Basic billing responsibilities – invoicing through IMS – Fees, Audits
  • Capturing data for benchmarking
  • Handling return premiums, extensions, corrections, cancellations, AP and RPs
  • Correspond with retail brokers for the collection of aged receivables
  • Interface with accounting for premium and revenue payments

Manage Surplus Lines filing and documentation:

  • Complete Surplus Lines Diligences per state and line of business
  • Assemble all necessary documentation for surplus lines filings
  • Obtain retail broker signature for surplus lines filing
  • Interface with accounting regarding tax filings and fees

Desired Skills & Experience:

  • 2-5 years of insurance industry experience preferable
  • Bachelor’s Degree preferred
  • Proficient in MS suite of products


Jersey City, NJ

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