Broker Assistant, Wholesale ProExec
Core
Provides operational support to the wholesale brokerage team by handling day-to-day tasks, processing paperwork, and ensuring compliance.
Role type
Broker Assistant
Builds
Operational efficiency and compliance for retail brokerage firms
Domain
Insurance (Wholesale Distribution)
Deliverable
Dashboards & analysis
Required skills
Multi-tasking, document preparation, client data administration, record-keeping, customer service, compliance reporting, risk mitigation
Preferred skills
Commercial insurance experience, P&C licensing, ProExec lines knowledge
Technologies
Brokerage management systems
Responsibilities
Coordinate day-to-day brokerage operations, prepare documents and cover letters for renewals, update client information in systems, maintain accurate records of accounts and transactions, answer broker requests via phone/email/chat, contribute to compliance reports, assist in identifying operational risks
Seniority
Entry-level to Junior