Broker Assistant

This is a fully remote position, open to applicants in Texas.

📋 Description

• Assist in placement and servicing by preparing submissions, endorsements, quotations, and policy documentation.

• Manage account activities by handling correspondence and facilitating communication among agents, carriers, and internal teams.

• Ensure prompt execution of requests.

• Oversee renewals, cancellations, endorsements, and policy modifications.

• Ensure adherence to company policies and regulatory standards.

• Maintain precise systems, records, and documentation for policy lifecycle management and audit readiness.

• Monitor billing, collections, and documentation processes.

• Identify and proactively resolve potential issues.

• Provide support to agents, carriers, and internal stakeholders.

• Assist Brokers and production teams in achieving business goals.

⛳️ Requirements

• A high school diploma or equivalent is generally required.

• Experience in insurance, account servicing, or administrative support roles is preferred.

• Basic experience in policy documentation, account coordination, or customer service settings.

• Experience expectations grow throughout the career path, leading to more intricate account management and workflow ownership.

• A state-specific insurance license is required or should be obtained based on job responsibilities.

• Strong organizational and time management abilities.

• Capability to manage multiple priorities effectively.

• Attention to detail and precision in documentation, policy processing, and system updates.

• Understanding of insurance processes, policy structures, and servicing workflows.

• Excellent interpersonal and communication skills.

• Ability to interact efficiently with agents, carriers, and team members.

• Strong problem-solving capabilities.

• Ability to foresee issues and assist in resolving them.

• Proficiency in office systems, tools, and administrative procedures.

• Fluency in the English language is required.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with a company match.

• Paid company holidays.

• Vacation days.

• Sick days.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible positions.