Brokerage Operations Coordinator

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

📋 Description

• Provide daily administrative and operational assistance to Casualty brokers.

• Aid in the preparation and organization of renewal and marketing materials, which include documents, cover letters, and correspondence.

• Ensure accurate client and account information is maintained across internal systems.

• Organize and preserve account documentation, files, and transaction records.

• Respond to broker inquiries while managing timelines, documentation, and follow-up actions effectively.

• Support recordkeeping, compliance, and documentation needs.

• Collaborate with brokerage, finance, and other internal teams to address account-related requirements.

• Assist with general brokerage workflows and ad hoc requests.

⛳️ Requirements

• 1-3+ years of experience in an insurance brokerage, underwriting, or a related insurance support role.

• Experience in directly supporting brokers or a brokerage team is highly preferred.

• Preferred experience in wholesale insurance and/or Casualty.

• Strong organizational abilities with the capacity to manage multiple priorities and deadlines.

• Detail-oriented with exceptional accuracy in documentation and data entry.

• Excellent communication and customer service skills.

• Comfortable working in a dynamic, team-oriented environment.

• Eagerness to develop expertise in brokerage operations.

• A bachelor’s degree is preferred, or an equivalent combination of education and relevant work experience.

• Ability to obtain and maintain the necessary state P&C and/or surplus lines licensing as required.

🏝️ Benefits

• Paid company holidays.

• Vacation days.

• Sick days.

• Personal days.

• Paid parental leave.

• Mental health services.

• Bonuses for eligible full-time positions.

• Comprehensive benefits package.

• Reasonable accommodations for individuals with disabilities.