Brokerage Support Rep

1. Track essential correspondence for all new business
2. Invoice and Track Audit and Endorsement payments. Enter auto renewals into system.
3. Email policy correspondence to agents
4. Mail policies to insureds.  Email notices of cancellation and reinstatement.  Prepare Premium finance quotes.  Field phone calls from mortgage companies.     
5. Track inspections and recommendations.  Prepare and organize certificates of insurance.    Assist others in the department, as needed.

1. Customer Service- Responds promptly to customer needs; Responds to requests for service and assistance.
2. Oral Communication- Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
3. Written Communication- Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
4. Business Acumen- Understands business implications of decisions.
5. Diversity- Shows respect and sensitivity for cultural differences; Promotes a harassment free environment.
6. Ethics- Treats people with respect; Works with integrity and ethically; Upholds organizational values.
7. Organizational Support- Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
8. Judgment- Displays willingness to make decisions; Exhibits sound and accurate judgment; Makes timely decisions.
9. Planning/Organizing- Prioritizes and plans work activities; Uses time efficiently.
10. Professionalism- Approaches others in a tactful manner; Treats others with respect and consideration regardless of their status or position.
11. Quality- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.
12. Quantity- Completes work in timely manner; Works quickly.
13. Adaptability- Adapts to changes in the work environment; Able to deal with frequent change, delays, or unexpected events.
14. Attendance/Punctuality- Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
15. Dependability- Follows instructions, responds to management direction; Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan.

• Language Skills
  • Ability to read and interpret documents such as business documents, procedure manuals and instructions.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.

• Mathematical Skills
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

• Reasoning Ability
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

• Computer Skills o Computer knowledge required.  Knowledge in Agency Management Systems desirable.  

• Other Skills and Abilities o 10-Key and light typing skills required.  Excellent communication and telephone skills is necessary.

• Other Qualifications
  • Worker is expected to maintain regular attendance.  

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