89 brokerage operations coordinator jobs found

Position Summary The Brokerage Operations Coordinator is responsible for a self-directed professional owning and executing high-volume operational workflows that support the brokerage team. This role manages inbound operational communications, processes insurance transactions, and ensures the timely and accurate completion of submissions, endorsements, binding documentation, and follow-ups. The position is designed to reduce operational friction for brokers, allowing them to focus on client relationships and revenue-generating activities. Success in this role is measured by speed, accuracy, organization, and consistent follow-through. What will your job entail? Core Responsibilities Inbound Operations & Communication Management Own and manage a high-volume operational inbox independently, responding to routine requests and tracking all items through completion Communicate professionally with brokers, carriers, and internal partners via email and other approved...

Position Summary The Senior Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks such as document generation and maintenance. The role updates precise client information across systems and maintains organized records for compliance. They manage broker inquiries, deliver effective customer service through various channels, and offer support for ad-hoc business requests. What will your job entail? Job Responsibilities: • Coordinates day-to-day activities within brokerage operation and works for the implementation and enhancement of operational procedures. • Prepares cover letters as needed by the broker for marketing renewal business and provides essential administrative support in tasks. • Administers and updates client information in all necessary systems accurately. • Maintains well-organized technical documentation for client accounts, transactions, and relevant...

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...

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...

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...

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...

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...

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...

The Northeast Regional   Support Services Assistant & Event Coordinator   provides essential support to ensure the efficient operation of the office. This role involves performing a variety of administrative tasks, including managing schedules, handling correspondence, and assisting with project coordination and regional event planning. Your Impact Manage   New York City   office facilities to   maintain   cleanliness and appearance and ensure a pleasant and functioning work environment. Manage   all   contracted   office   facilities   vendors.   Assist   in   NYC Office   Reception duties   including   greeting and announcing visitors, offering hospitality, and directing them to a reserved resource, as   needed. A nswer   and direct incoming phone calls and emails to the correct resource. Provide phone coverage for   Northeast   Region during   personnel   lunches, breaks, and personal time off...

The Assistant Conventions & Events Coordinator supports the Conventions & Events Coordinator in planning, organizing, and executing conventions, meetings, conferences, and internal/external events. This role focuses on (but is not limited to) logistics coordination, vendor and venue support, attendee communications, and on-site event execution to ensure events run smoothly, stay on budget, and align with organizational goals and brand standards. This role will be hired as a temporary / part-time assignment until the end of May 2026 with work hours not to exceed 20 per week. Your Impact: Event Planning & Logistics Support Assist with event timelines, planning checklists, run-of-show documents, and task tracking. Coordinate logistics including travel, shipping, room blocks, registrations, signage, catering, and A/V needs. Maintain event calendars, schedules, and event documentation (contracts, invoices, permits, certificates of insurance). Support room...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Office Coordinator to their  Acentria team in Destin, FL .  Job Summary: The Office Coordinator duties and responsibilities include providing administrative support to ensure efficient operation of the branch. This position is familiar with a variety of the team’s concepts, practices, and procedures and assists in administrative or clerical duties. Provide clerical assistance to operations support. Essential Functions: Greets and announces visitors Answers phones and directs calls to appropriate team member and/or relay messages accurately General office duties including providing clerical support to team Keeps supplies stocked and organized Receives and stamps incoming mail and distributes accurately and timely Prepares certificates of insurance Regularly interacts with clients and will help resolve...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Director of Accounting, Retail will be responsible for overseeing all accounting functions within the organization’s Retail Brokerage Operations, which includes the Insurance Advisory Solutions and Mainstreet Insurance Solutions segments. Reporting to the Chief...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.  Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is all about connecting with people, understanding their...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North...

Company: Marsh McLennan Agency Description: About Marsh McLennan Agency Midwest  Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As our Private Equity Consultant on the Private Equity Services team, you’ll: Cultivate a deep understanding of clients’ strategic priorities, risk strategies, and risk management needs to advise on potential risks associated with transactions. Recognize typical business problems faced by clients and/or targets and leverage our service platform across all disciplines to provide...

POSITION SUMMARY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Small Business Unit (SBU) Client Service Manager oversees the Small Group Account Managers. This position may also assume the duties and responsibilities of an Account Executive/Account Manager to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE/AM teams. Leads the SBU in operational efficiencies such as Scope of Services, Resource Pro, PATRA, and AI initiatives. Manages a team of employee benefits service staff of Small Group Account Manager. Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...