Broker Assistant
$52,000–$68,000 year
On-siteJericho, New York, United States
Job Summary
Coordinate market-facing activity by preparing submissions, endorsements, quotations, and policy documentation to support brokerage outcomes. Manage account servicing responsibilities including renewals, cancellations, and policy changes while ensuring compliance with regulatory requirements. Facilitate communication between agents, carriers, and internal teams to ensure timely execution of requests and maintain accurate systems for audit readiness. Monitor billing, collections, and documentation flow to identify and resolve potential issues proactively. This role requires a state-specific insurance license and proficiency in office systems. Based in the United States, the position offers a base salary of $52k-$68k.
Required Qualifications
- English language fluency
- High school diploma or equivalent
- State-specific insurance license
- Experience within insurance, account servicing, or administrative support roles
- Foundational experience in policy documentation, account coordination, or customer service environments
Desired Qualifications
- Experience within insurance, account servicing, or administrative support roles preferred
- Additional certifications may be encouraged to support career progression
- Strong organizational and time management skills with ability to manage multiple priorities
- Attention to detail and accuracy in documentation, policy processing, and system updates
- Knowledge of insurance processes, policy structures, and servicing workflows
- Strong interpersonal and communication skills with ability to interact effectively with agents, carriers, and team members
- Problem-solving skills with ability to anticipate issues and support resolution
- Proficiency in office systems, tools, and administrative processes
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