Broker Assistant

Job Responsibilities

• Affords support to the brokerage team by executing and coordinating day-to-day operations.
• Supports the implementation and improvement of operational procedures.
• Covers the preparation of documents, cover letters, and other marketing materials for renewal business.
• Provides necessary administrative support in filing, printing, and archiving documents.
• Maintains accurate and organized records of client accounts, transactions, and other relevant documentation, ensuring compliance with record-keeping regulations.
• Contributes to customer service functions by answering broker requests and questions via various means.
• Prepares compliance reports related to brokerage operations and collaborates with broker and finance teams on business requirements.
• Adheres to regulatory requirements and internal policies, assisting in the preparation of compliance reports.
• Identifies and mitigates operational risks, collaborating with risk management teams to implement controls.
• Assists with any ad hoc tasks and requests from the Brokerage team.

Requirements

• Experience: 0+ years in the Insurance industry or Underwriting.
• Education: Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred.
• Other related disciplines or commensurate work experience considered.
• Licenses and Certifications: Prescribed: Minimum requirements for state P&C and/or surplus line licenses; Preferred: Not Applicable.