Senior Broker Assistant

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

📋 Description

• Deliver operational assistance to brokers and team members within the Professional & Executive Liability division.

• Create and manage insurance documentation, correspondence, and account records.

• Aid in quoting processes and the presentation of quote materials to brokers.

• Gather and process loss runs, policy documents, and underwriting data.

• Assist with surplus lines filings and associated documentation requirements.

• Research and resolve accounting and policy servicing discrepancies.

• Maintain precise client and policy information within internal systems.

• Address inquiries from brokers and internal stakeholders promptly and professionally.

• Ensure that documentation is well-organized, complete, and adheres to company and regulatory standards.

• Contribute to process enhancements and ad hoc operational projects.

• Work collaboratively with team members to manage workflows and deliver outstanding service.

⛳️ Requirements

• Experience in insurance industry operations, brokerage, underwriting support, or related fields, OR extensive customer service, administrative, operations, or coordination experience in a dynamic environment.

• Exceptional organizational skills and keen attention to detail.

• Capability to efficiently manage multiple tasks and competing priorities.

• Strong written and verbal communication abilities.

• Proficient in Microsoft Office Suite, including Outlook, Word, and Excel.

• Excellent problem-solving skills and a customer-oriented approach.

• Ability to work independently while fostering a collaborative team environment.

• Preferred: experience with an insurance carrier, brokerage, agency, MGA, or wholesale brokerage.

• Preferred: knowledge of insurance terminology and processes, including binders, quotes, policies, endorsements, and renewals.

• Preferred: experience in supporting commercial insurance operations.

• Preferred: Bachelor’s degree in Business, Risk Management, Insurance, or a related field.

• Preferred: understanding of surplus lines procedures and documentation processes.

• Preferred: experience in managing policy servicing, documentation management, or insurance account support tasks.

• Eligibility for remote work within PST/MST time zones.

🏝️ Benefits

• Paid time off for company holidays, vacation, sick leave, and personal days.

• Paid parental leave.

• Access to mental health services.

• Comprehensive benefits package promoting physical, financial, and emotional well-being.

• Bonuses available for full-time positions.

• Flexible work arrangements, including hybrid and remote options within PST/MST time zones.

• Hands-on training provided.

• Continuous coaching available.

• Direct exposure to brokerage operations.

• Reasonable accommodations for individuals with disabilities.