Broker Assistant

Job Summary

The Broker Assistant provides administrative support to daily Broker operations by effectively processing new business accounts and maintaining compliant customer records, ensuring accuracy and organization of all information. The Broker Assistant is also responsible for handling client service inquiries, ensuring excellent customer service.

Job Functions

• Effectively enter and process new business submissions received, ensuring accuracy and timeliness
• Maintain and update customer files to ensure compliance with company and carrier requirements
• Answer inbound calls promptly and accurately route them to the appropriate team or contact
• Accurately enter initial quoting information into agency system(s)
• Organize and manage documentation within internal systems
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

Job Requirements

• 1 – 2 years of previous commercial transportation experience preferred
• High School diploma or GED equivalent preferred

Knowledge, Skills, and Abilities

• Strong data entry skills with a high level of accuracy
• Organized and analytical, with a strong attention to detail
• Ability to manage time, prioritize tasks, and handle multiple assignments efficiently
• Ability to work within a fast\-paced, changing priority environment
• Self\-motivated, with the initiative to prioritize and be self\-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Work Conditions

• Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds, occasionally
• Requires operation of a computer workstation, including keyboard and video display

All requirements may be modified to reasonably accommodate physical or mental impairment*