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broker assistant

2945 broker assistant jobs found

Heffernan Insurance Brokers
02/23/2026  
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....
Heffernan Insurance Brokers Walnut Creek, CA, USA Full Time
H.W. Kaufman Group
02/11/2026  
Broker Assistant
At Burns & Wilcox Brokerage, founded in 2012, we have embarked on a mission to attract and retain the best brokerage talent the market has to offer while expanding the national scope, depth, and presence of the Burns & Wilcox brokerage business. Burns & Wilcox Brokerage, an H.W. Kaufman Group company, offers comprehensive solutions and expertise for difficult to place risks in a wide variety of categories including Property, Casualty, Professional, and Management Liability placements. Our priority is to deliver national solutions for complex risk placements with rapid response, consistency, and performance. Our success is defined by what we achieve on behalf of our clients. If Burns & Wilcox Brokerage helps you succeed, then our quest for profitable growth will take care of itself. It’s that simple. Responsibilities   Enter all new business submission into the operating system for Clearance Verification of...
H.W. Kaufman Group San Ramon, CA, USA Full Time
Ryan Specialty
02/04/2026  
 Broker Assistant, Wholesale Insurance
Position Summary Job Description Summary RT Specialty is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. As an independent wholesale broker, we are a critical intermediary in the distribution channel from insurance carriers and retail brokers. The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through...
Ryan Specialty Jupiter, FL, USA Full Time
Ryan Specialty
02/04/2026  
Broker Assistant, Wholesale Insurance
Position Summary RT Specialty is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. As an independent wholesale broker, we are a critical intermediary in the distribution channel from insurance carriers and retail brokers. The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and...
Ryan Specialty Phoenix, AZ, USA Full Time
Ryan Specialty
01/25/2026  
Broker Assistant
Position Summary The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. Administers and updates new and current client information in all required systems accurately. Maintains accurate and organized...
Ryan Specialty Houston, TX, USA Full Time
Ryan Specialty
06/25/2025  
Broker Assistant
Position Summary The Broker Assistant is responsible for providing operational support to the Broker on the Professional Executive Liability team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job Responsibilities : • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. • Administers and updates new and current client information in all...
Ryan Specialty Charleston, SC, USA Full Time
CRC Group
02/21/2026  
Broker Assistant
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1....
CRC Group Chicago, IL, USA Full Time
CRC Group
08/06/2025  
Broker Assistant
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1....
CRC Group Franklin, TN, USA Full Time
CRC Group
02/24/2026  
Broker Assistant
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1....
CRC Group Dallas, TX, USA Full Time
Ryan Specialty
02/25/2026  
Broker Assistant
Position Summary The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job Responsibilities: • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. • Administers and updates new and current client information in all required systems...
Ryan Specialty New York, NY, USA Full Time
Ryan Specialty
02/11/2026  
Broker Assistant
Position Summary The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job Responsibilities: • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. • Administers and updates new and current client information in all required systems...
Ryan Specialty New York, NY, USA Full Time
Bridge Specialty Group
02/26/2026  
Assistant Broker
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Assistant Broker to join our growing team in Plano, TX! The primary job function of this position is to support the clerical, administrative process, and management of the Broker’s book of business for both renewals and new business. Travel is not required for this position as contact with customers and teammates is by phone and correspondence. This position does not drive for business. How You Will Contribute: Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are...
Bridge Specialty Group Plano, TX, USA Full Time
Brown & Brown
02/22/2026  
Assistant Broker
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Assistant Broker to join our growing team in Morristown, NJ ! The Assistant Broker will support the clerical, administrative process, and management of the Broker’s book of business for both renewals and new business. How You Will Contribute: Examines documents such as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws....
Brown & Brown Morristown, NJ, USA Full Time
Bridge Specialty Group
02/13/2026  
Assistant Broker
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Assistant Broker to join our growing team! This role provides essential clerical, administrative, and account management support to ensure the effective handling of the Broker’s book of business for both new and renewal accounts. Working entirely by phone and written correspondence, with no travel or driving required, the position evaluates risk‑related documentation, ensures accuracy and completeness of applications, and supports the timely issuance of quotes, binders, and policies. The role also manages day‑to‑day account activity, processes endorsements, coordinates inspections, maintains compliance with Quality Control standards, and ensures proper coding and state filings. In addition, this position plays a key part in fostering strong relationships with internal teams, producers, and carrier...
Bridge Specialty Group USA Full Time
Acrisure
01/25/2026  
Assistant Broker
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for Founders sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to...
Acrisure St. Petersburg, FL, USA
Acrisure
01/18/2026  
Assistant Broker
Job Description The Assistant Broker supports brokers in servicing clients, preparing insurance submissions, managing policy documentation, and coordinating with insurers. This role is detail-oriented and client-focused, ensuring policies are accurately placed, renewed, and maintained while delivering excellent customer service. Key Responsibilities · Support brokers with day-to-day account management for new and existing clients · Prepare insurance submissions, quotations, endorsements, renewals, and policy documents · Liaise with insurance carriers, underwriters, and clients to obtain information and resolve issues · Review policies and endorsements for accuracy and compliance · Maintain client files and update broker management systems and CRM records · Assist with invoicing, premium tracking, and documentation follow-ups · Respond to client inquiries and route complex issues to the broker as needed · Ensure adherence to regulatory, compliance, and internal...
Acrisure Chester, NJ, USA
Acrisure
03/22/2025  
Assistant Broker
Job Description Participate in a role supporting a Trucking broker by providing service after the sale to the client Work closely with Underwriters and underwriting assistants at the carrier level Enter data and rate quotes in carrier portals specializing trucking and transportation business Quote and activate Premium Finance Agreements as requested by client Order Inspections at time binding if required by the carrier.  Diary for follow up if needed Handle midterms change requests with our retail agents and carriers Request quotes and binders from carriers and deliver to retail agent Review the policy for accuracy against carrier generated quote and binder Diary for missing items at time of binding. Complete Surplus Lines Tax Forms and deliver to the client Work with internal accounting department if needed to determine outstanding balance from insurance agent Document file as to communication between our clients and insurance companies Handle the renewal...
Acrisure Atlanta, GA, USA Full Time
Pekin Insurance
01/29/2026  
Assistant Vice President Broker Sales
Position Overview The AVP- Broker Sales is responsible for building and maintaining effective business relationships with partner firms (IMO, BGA, MGA, etc.) in the distribution territory and marketing our life insurance products to their downline agents. Essential Job Functions   Makes systematic calls on distribution partners (IMO, BGA, MGA, etc.) to maintain effective business relationships   Responsible for managing the onboarding process for newly appointed downline agents, ensuring they are trained on company philosophy, products and methods of doing business. Make regular calls to firms, downline teams and downline agents to provide ongoing education for company products and practices, and to aid the firms in building a productive partnership. Responsible for sales production for the distribution channel Responsible for monitoring firms, agency, and individual agent performance to ensure production and other business metric...
Pekin Insurance Pekin, IL, USA Full Time
Bridge Specialty Group
02/27/2026  
Personal Lines Underwriter
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Personal Lines Underwriter to join our growing team in Clinton, MS! As an Underwriter, you will play a crucial role in reviewing insurance applications to evaluate, classify, and rate individuals and groups for insurance in support of the company’s strategic objectives. How You Will Contribute:   Examine such documents as application forms, inspection reports, and insurance maps to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Review company records to determine the amount of insurance in force on single risk or group of closely related risks and evaluate the possibility of losses due to catastrophe or excessive insurance. Underwrite or broker risks, ensuring that all required...
Bridge Specialty Group Clinton, MS, USA Full Time
CopperPoint Insurance Companies
02/27/2026  
Underwriting Services Representative
CopperPoint has an exciting opportunity for a P&C Underwriting Services Representative. In this role, you will support Underwriting within established guidelines by rating, binding, and issuing new business, as well as processing midterm policy changes across all Lines of Business. You’ll handle endorsements, cancellations, reinstatements, renewals, audits, and broker changes while ensuring accuracy and compliance. The ideal candidate brings commercial P&C experience, strong attention to detail, excellent customer service skills, and the ability to prioritize and deliver quality results in a team environment.     Job Responsibilities Understand Underwriting instructions to rate ALL lines of business effectively and accurately. Rate and process ALL lines of business premium and non-premium bearing endorsements. Process cancellations, reinstatements, and rewrites. Prep new business and renewal accounts, including...
CopperPoint Insurance Companies AZ, USA Full Time

 

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