Producer Assistant

Job description

Position Summary The Broker Assistant at Novatae Risk Group is a crucial support role within our Wholesale Insurance division, responsible for assisting Brokers in various tasks related to client engagement, policy placement, and administrative duties. This position is an excellent opportunity to gain experience and contribute to the success of the team. Primary Responsibilities: Client Support: Assist Brokers in engaging with clients, understanding their insurance needs, and conducting initial assessments. Act as a point of contact for client inquiries, requests, and general assistance. Market Research and Documentation: Conduct market research to support Brokers in analyzing carrier offerings and pricing. Maintain organized and accessible documentation related to client policies and transactions. Policy Placement Assistance: Support Brokers in placing insurance policies with selected carriers, coordinating the negotiation of terms, conditions, and pricing. Ensure the accurate completion of policy applications and related paperwork. Risk Management and Analysis: Provide assistance in risk assessment, helping Brokers identify potential client exposures and coverage needs. Assist in...