Job Description
About the position We are seeking a detail-oriented and proactive Broker Assistant to support Brokers in day-to-day policy management, client servicing, and administrative operations. This role plays a critical part in ensuring accurate policy documentation, timely billing, and exceptional service delivery to both internal teams and external clients. Responsibilities • Proactively assist Brokers with policy management, proposal preparation, and presentation development to support client needs. • Perform clerical and administrative functions including photocopying, scanning, faxing, word processing, and filing. • Prepare, issue, and track client invoices; identify and resolve billing discrepancies to ensure accurate internal and client records. • Support Brokers with coverage questions, endorsements, renewals, and program adjustments to keep policies current and compliant. • Build and maintain strong working relationships with small clients and internal team members. • Enter and update policy-related information including new bonds, client demographics, renewals, and document uploads, under supervision as needed. • Assist with maintaining organized client files and documentation in internal systems. Requirements • Prior experience in insurance, brokerage, or administrative support preferred. • Strong attention to detail and organizational skills. • Ability to manage multiple priorities in a fast-paced environment. • Proficient in Talexion Office (Word, Excel, Outlook). • Strong written and verbal communication skills. • Customer-service oriented with a collaborative mindset. Benefits • Opportunity to work closely with experienced Brokers and gain exposure to policy management and client servicing. • Supportive team environment with opportunities to learn and grow within the insurance industry. • Competitive compensation and benefits (based on experience). Apply tot his job Apply tot his job
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