Job #: 1619

Title: Insurance Assistants


  • New York City, NY
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 1 year ago
    • This position has been filled


    Works with Placement colleague to prepare documentation and submissions for market, including specifications, loss records and summary reports to better serve clients.

    Assists with analyzing and collecting quotes for Placement colleague, comparing quotes for markets, reviewing existing client insurance and risk programs and preparing proposal components to better serve clients.

    Processes necessary documentation and follows up on outstanding documentation with the appropriate party to ensure the smooth continuation of the Placement process.

    Requests and oversees follow-up for changes from underwriters and reviews coverage specifications to be submitted to carriers/underwriters to ensure they are accurate.

    Maintains market contact at appropriate levels needed to execute assigned tasks effectively and assist the Placement colleague.

    Maintains a more detailed technical understanding of the Placement business to better assist the Placement colleague.

    Understands and complies with compliance and transparency standards.


    Performs basic clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Advisory colleagues.

    Assists in the creation of presentations and program submission, including coverage specifications, in collaboration with Advisory colleagues.

    Assists with monitoring the renewal and binder control system to ensure things are progressing according to schedule.

    Maintains ongoing relationship with team colleagues to effectively service clients and assist the Advisory colleague.

    Understands and complies with compliance and transparency standards.

    Complete invoicing and certificates of insurance