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Regular or Temporary:Regular
Language Fluency: English (Required)
Work Shift:1st Shift (United States of America)Please review the following job description:The Broker Assistant supports brokerage outcomes by coordinating market-facing activity and ensuring timely, accurate execution across placement and servicing. This role provides administrative, documentation, and operational support to Brokers and sales teams, enabling efficient handling of policies and key accounts. The core function of this role centers on service execution, documentation quality, and workflow coordination while delivering high-quality support to agents, carriers, and internal partners.
Followingis a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Support the placement and servicing process by preparing submissions, endorsements, quotations, and policy documentation
Coordinate account activity by managing correspondence,facilitatingcommunication between agents, carriers, and internal teams, and ensuringtimelyexecution of requests
Manage account servicing responsibilities, including renewals, cancellations, endorsements, and policy changes while ensuring compliance with company and regulatory requirements
Maintainaccuratesystems, records, and documentation to support policy lifecycle management and audit readiness
Monitor account activity, including billing, collections, and documentation flow, toidentifyand resolve potential issues proactively
Provide high-quality service to agents, carriers, and internal stakeholders while supporting Brokers and production teams in meeting business objectives
The requirements listed below are representative of the knowledge,skilland/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent is typicallyrequired.
Experience within insurance, account servicing, or administrative support roles preferred
Foundational experience in policy documentation, account coordination, or customer service environments
Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership
State-specific insurance licenserequiredor expected to be obtained based on role responsibilities.Additionalcertifications may be encouraged to support career progression.
Strong organizational and time management skills with ability to manage multiple priorities
Attention to detail and accuracy in documentation, policy processing, and system updates
Knowledge of insurance processes, policy structures, and servicing workflows
Strong interpersonal and communication skills with ability to interact effectively with agents, carriers, and team members
Problem-solving skills with ability toanticipateissues and support resolution
Proficiencyin office systems, tools, and administrative processes
General Description of Available Benefits for Eligible Employees of : At , we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify
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