Broker Support Executive
Core
Support wholesale broker network with policy administration, documentation, and account management.
Role type
Broker Support Executive
Builds
Policy documentation, invoices, and account records for commercial insurance brokers
Domain
Insurance / Commercial Brokerage
Deliverable
product features
Required skills
Policy administration, invoice processing, account management, data entry, regulatory compliance, Microsoft Office proficiency
Preferred skills
Insurance qualification (APA Commercial), 1-2 years admin experience
Responsibilities
Manage daily workload and prioritize tasks, monitor and respond to broker queries, log new business and renewals, prepare and issue policy documentation, process amendments and endorsements, raise and issue invoices, monitor outstanding balances and follow up on overdue accounts, prepare pre-renewal documentation, support ad hoc administrative projects
Seniority
Junior to Mid-level, progression path to Account Executive