Broker Assistant

Objective:

The Broker Assistant supports the brokerage team by managing the end‑to‑end processing of new business and renewal accounts across wholesale and surplus lines. This role ensures timely and accurate handling of submissions, quotes, bind requests, endorsements, and policy changes while maintaining complete and precise documentation in the agency management system. The Broker Assistant collaborates closely with Brokers, retail agents, carriers, and internal teams to move submissions forward, resolve outstanding items, and uphold service standards. Through effective communication, workflow management, and strong attention to detail, this role contributes to efficient operations, improved turnaround times, and an exceptional client experience.

Responsibilities Include:

• Assist Brokers with new business and renewal submissions.


• Prepare quotes and proposals


• Utilize API and quoting platforms to streamline the quoting process for new submissions and renewals.


• Administer the creation and setup of Broker of Record (BOR) shells.


• Prepare and issue bind requests, endorsements, cancellations, and reinstatements as necessary, while ensuring accuracy and adherence to established deadlines.


• Conduct follow-ups on subjectivity items to ensure all conditions for binding are met.


• Manage payment follow-ups to ensure timely receipt of premiums and reduce outstanding receivables.


• Process mid-term changes, including non-monetary adjustments to maintain accurate policy records.


• Enter and maintain accurate client and policy data in the agency management system.


• Engage in solicitation communication with clients and order loss runs as necessary to support underwriting efforts.


• Communicate professionally with retail agents, carriers, and internal teams.


• Ensure compliance with internal procedures, carrier guidelines, and regulatory requirements.


• Support special projects and additional tasks as assigned.

Requirements:

• Education – High School diploma or GED required.


• 0-2 years of experience in insurance, finance, or an administrative support role preferred.


• Experience working with Applied/EPIC agency management system preferred.


• Strong analytical and problem-solving skills, with keen attention to detail.


• Excellent communication skills required, both verbal and written.


• Highly organized and able to manage competing priorities and deadlines.


• Must establish and maintain effective relationships with colleagues, customers, and business partners.


• Proficient in MS Office – namely Outlook, Word, Excel, and PowerPoint.


• Professional demeanor and behavior required.

Compensation: 

The base salary range for this position is $40,000.00 to 60,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. 

Working Conditions:

• Work Environment:
  Primarily a professional office setting (in‑office, hybrid, or remote depending on company policy). Work involves frequent computer use, data entry, and interaction with digital platforms, agency management systems, and carrier portals.


• Hours & Schedule:
  Full‑time position with a standard Monday–Friday schedule. Occasional extended hours may be required during peak renewal periods, time‑sensitive submissions, or when meeting carrier or client deadlines.


• Physical Requirements:
  Mostly sedentary work involving sitting for extended periods, typing, and viewing computer screens. Occasional standing, walking, or light lifting of files or office materials (typically under 10 lbs).


• Communication & Collaboration:
  Frequent communication via email, phone, and virtual meetings with Brokers, internal teams, retail agents, and carrier partners. Requires responsiveness and timely follow‑up.


• Pace & Workflow:
  Fast‑paced and deadline‑driven environment with shifting priorities. Must be able to multitask, manage multiple submissions at various stages, and handle time‑sensitive requests.


• Confidentiality & Compliance:
  Work involves accessing and handling confidential client information. Must adhere to regulatory requirements, carrier guidelines, and internal compliance procedures.


• Technology Use:
  Daily use of agency management systems (e.g., Epic), quoting platforms, APIs, shared drives, communication tools, and workflow management systems (e.g., Monday.com).