Brokerage Assistant, Commercial Insurance

About This Role

Support brokers with day-to-day administrative tasks for new and renewal accounts, ensuring accurate client information and efficient account servicing.

Responsibilities

• Support brokers with day-to-day administrative tasks for both new and renewal accounts
• Enter and update client information in multiple online systems
• Gather and verify client details, ensuring accuracy across records
• Help with account setup and ongoing servicing
• Set up new accounts and assist with quote and policy processes
• Manage updates and changes to existing accounts (such as document revisions or policy updates)
• Collect and organize information for account renewals (for example, requesting updated reports and preparing renewal communications for agents)

Requirements

• At least one year experience in an office environment
• Strong desire to learn and grow an insurance career
• Excellent computer skills including Microsoft 365 proficiency with an emphasis in Excel spreadsheets

Qualifications

• At least one year experience in an office environment

Skills

* Required skills

Benefits