Wholesale Broker Assistant
Core
Provides operational support to a wholesale insurance brokerage team by handling day-to-day tasks, document preparation, and client data management.
Role type
Wholesale Broker Assistant
Builds
Operational efficiency and compliance for a specialty insurance distribution channel
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Multi-tasking, document preparation, client data administration, record-keeping, customer service, compliance reporting, risk mitigation support
Preferred skills
Commercial insurance experience, Property & Casualty license
Technologies
Brokerage systems, document management systems
Responsibilities
Execute and coordinate day-to-day brokerage operations; prepare documents and cover letters for renewals; update client information in required systems; maintain accurate records of accounts and transactions; answer broker requests via phone, email, chat, or in person; contribute to compliance reports; assist in identifying and mitigating operational risks
Seniority
Entry-level to Junior