Office Assistant

Chicago, IL 60661

Posted: 09/11/2019 Industry: Office Assistant Job Number: 66801

Smart Resources/Accountable Search has joined with a large insurance company downtown Chicago  in search of a Broker' s Assistant.
Team Responsibilities / Tasks
  • Broker' s Assistant will log in new and renewal business submissions into the Operating System in accordance with company guidelines.
  • Import required Outlook emails into the Operating Systems to ensure retention of all customer communications.
  • Complete Surplus Lines forms for insurance companies, as well as help to follow-up with agents for outstanding documentation upon binding
  • Policy issuance / Endorsement issuance
    • Update and maintain Policy Issuance Spreadsheet
  • Brokers Assistant will help the  Team in following up for outstanding binding ‘ subjective’ – with both agents and insurance companies
  • Set-up and send out renewal solicitations
    • Create email, provide application, send solicitations & attach in the AIM system
  • Create and process quotes, binders and invoices in the Operating System.
  • Send out carrier auto-renewals and to take the responsibility of the servicing from quoting to policy issuance.
  •   Pull Loss Runs
  • Able to attend client visits when needed 
Highly Desired: 
  • Bachelors degree
  • Proficient in excel 
  • Personable 
  • Eager to learn 
Only candidates with backgrounds who match our client' s requested experience will be contacted. Do not take this as a poor reflection on your experience, just a decision for the specific needs of our client' s project/job. We look forward to working with you.
Smart Resources/Accountable Search, a Brand of BG Staffing, Inc. (NYSE American: BGSF), is Chicago's premier source for valuable direct-hire, temporary and temporary-to-hire candidates to our client companies. We specialize in the Administrative & Clerical, Accounting and Human Resources placements. To learn more about our services, visit

Julia Falk-Mann

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