Senior Brokerage Operations Coordinator

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

📋 Description

• Aids in the execution and coordination of daily brokerage operations.

• Assists with the implementation and enhancement of operational procedures.

• Works with the broker to prepare documents, cover letters, and other materials to promote renewal business.

• Provides essential administrative support for filing, printing, and archiving documents.

• Manages and updates both new and existing client information in all necessary systems with precision.

• Keeps accurate and well-organized records of client accounts, transactions, and other relevant documentation.

• Ensures adherence to record-keeping regulations.

• Engages in customer service by addressing broker inquiries and requests via telephone, email, chat, or in person.

• Aids in the compilation of compliance reports concerning brokerage operations.

• Collaborates with broker and finance teams on business requirements.

• Follows regulatory requirements and internal policies diligently.

• Assists in the preparation of compliance reports.

• Helps identify and mitigate operational risks.

• Works with risk management teams to implement necessary controls.

• Supports the Brokerage team with various ad hoc tasks and requests.

⛳️ Requirements

• A minimum of 1 year of experience in the Insurance industry or Underwriting.

• A Bachelor's degree is required.

🏝️ Benefits

• Paid time off for company holidays.

• Vacation leave.

• Sick and personal days.

• Paid parental leave.

• Access to mental health services.