Brokerage Operations Intern
Core
Provide operational support to the brokerage team by handling day-to-day tasks, processing paperwork, and ensuring compliance with regulations.
Role type
Operations Coordinator (Insurance Brokerage)
Builds
Operational efficiency and compliance for retail brokerage firms
Domain
Insurance / Specialty Insurance Distribution
Required skills
Document preparation, Client data management, Record keeping, Customer service, Compliance reporting, Risk mitigation support
Preferred skills
Insurance industry experience, Underwriting knowledge, Business Administration degree
Technologies
Insurance management systems, Document filing systems
Responsibilities
Coordinate day-to-day brokerage operations, Prepare documents and cover letters for business renewal, Administer and 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 and mitigating operational risks
Seniority
Intern / Entry-level