Broker's Assistant (MJ Hall & Co.)



Stockton, CA, USA
Posted on Thursday, May 25, 2023

Job Description

Job Title: Broker's Assistant

Agency: M.J. Hall & Company

Location: Stockton, CA


  • Full Time / Non-Exempt / 37.5 hour work weeks

  • $23 to $35 Hourly

  • Immediate Supervisor: Manager, Broker’s Assistants

  • This role is responsible to the Manager, Broker’s Assistants and Lead Broker(s)

Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for M.J. Halls sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license.

Essential Duties and Responsibilities

  • Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects

  • Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants

  • Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed

  • Assist customers (retail agencies) in handling of questions or problems

  • Log in quote submissions

  • Track submissions sent to broker markets

  • Track submissions sent to binding market Underwriter

  • Send out correspondence, such as confirmation of receipt of risk, finance letters, etc.

  • Issue quote letters and or binder letters as required

  • Set and handle suspense’s for required requested items, policies, etc.

  • Ensure compliance with all binding market rules

  • Discuss problems or potential problems with company underwriters, verbally or via email

  • Compile all required documentation for the Policy Issuance Department for binding authority business

  • Compile all required documentation for SLA filings on individual risks

  • Send and request notice of cancellations on specific policies

  • Order and review inspections

  • Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection

  • Perform other related duties as assigned

Education and/or Experience

  • Required: High school diploma, current and active Property and Casualty Producer License

  • Preferred: Two or more years of College and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU

  • Basic knowledge of ISO Commercial General Liability form, preferred

  • Basic knowledge of differences in property forms between Basic, Broad and Special, preferred

  • Basic knowledge of Property/Casualty insurance industry, preferred

Technology Skills

  • Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)

  • Previous knowledge of Microsoft Teams and Agency Management Systems

  • Knowledge of TIF documents

Other Qualifications

  • Able to work independently and enjoy a high degree of interaction with team members

  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

  • Self-motivated and driven

  • Fast but accurate worker with a high attention to detail

  • Maintain a sense of urgency and ability to work with and meet deadlines

  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

  • Demonstrates excellent time management and prioritization skills

  • Attention to detail and commitment to a high level of accuracy

  • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information

  • Ability to maintain a professional demeanor and positive attitude


We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off and 401k plan

Pay Details:

Hourly: $23 - $35

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.