Broker Assistant

KEY RESPONSIBILITIES 

Following is 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, facilitating communication between agents, carriers, and internal teams, and ensuring timely execution of requests 

• Manage account servicing responsibilities, including renewals, cancellations, endorsements, and policy changes while ensuring compliance with company and regulatory requirements 

• Maintain accurate systems, records, and documentation to support policy lifecycle management and audit readiness 

• Monitor account activity, including billing, collections, and documentation flow, to identify and resolve potential issues proactively 

• Provide high-quality service to agents, carriers, and internal stakeholders while supporting Brokers and production teams in meeting business objectives 

EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• High school diploma or equivalent is typically required. 

• 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 

CERTIFICATIONS, LICENSES, REGISTRATIONS 

• State-specific insurance license required or expected to be obtained based on role responsibilities. Additional certifications may be encouraged to support career progression. 

FUNCTIONAL SKILLS 

• 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 to anticipate issues and support resolution 

• Proficiency in office systems, tools, and administrative processes