Senior Broker Assistant- ProExec
$54,080–$67,995 year
RemoteUnited States or La Jolla, California, United States
Job Summary
Provide operational support to brokers and team members across the Professional & Executive Liability practice by preparing insurance documentation, coordinating quoting activities, and processing loss runs and policy documents. Handle surplus lines filings, resolve accounting and policy servicing issues, and maintain accurate client information across internal systems. Respond to broker and internal stakeholder inquiries while ensuring all documentation remains organized, complete, and compliant with regulatory requirements. Collaborate closely with teammates to support workflow management and assist with process improvements as business needs evolve. This role offers hands-on training and exposure to brokerage operations, underwriting support, and client service within a fast-paced environment, ideal for candidates seeking to build a long-term career in insurance operations rather than sales.
Required Qualifications
- Insurance industry experience, brokerage experience, underwriting support experience, or related insurance operations experience
- Significant customer service, administrative, operations, or coordination experience in a fast-paced environment
- Strong organizational skills and attention to detail
- Ability to manage multiple tasks and competing priorities efficiently
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel
- Strong problem-solving skills and a customer-focused mindset
- Ability to work independently while supporting a collaborative team environment
Desired Qualifications
- Experience working for an insurance carrier, brokerage, agency, MGA, or wholesale brokerage
- Understanding of insurance terminology and processes, including binders, quotes, policies, endorsements, and renewals
- Experience supporting commercial insurance operations
- Bachelor's degree in Business, Risk Management, Insurance, or a related discipline
- Knowledge of surplus lines procedures and documentation
- Experience handling policy servicing, documentation management, or insurance account support activities
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