Broker Assistant

Position Summary:

Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing.

Essential Functions:

• May input and update new and current client information in all required systems
• May assist with preparing necessary documentation such as spreadsheets, cover letters, etc.
• Provides necessary administrative support to the broker team.
• May assist the broker in preparing documents to market renewal business.
• Other relevant duties as assigned.

Education/Experience/Skills:

• Associate’s degree or higher preferred.
• Experience in retail agency/brokerage or insurance company environment preferred.
• Basic understanding of wholesale insurance coverages, forms and processes preferred.
• Experience in an office setting or administrative role.
• Critical attention to details and customer service needs.
• Ability to manage workload and prioritize tasks.
• Proficient in Microsoft Office including Outlook, Word, and Excel.
• Strong communication skills, both oral written.
• Proven track record of being a team player.
• Flexibility in workflow priorities as business needs change.
• Must have and maintain a valid driver’s license.

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