Commercial Broker Assistant Account Manager
Commercial Broker Assistant Account Manager
Posted on :
12-04-2025
Employer Active
1 Vacancy
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Job Description
One of the top Wholesale Brokerages in the country is seeking broker support in the form of a broker assistant account manager or inside broker to join their team in Phoenix Arizona. The role will be dependent on experience. Without any wholesale experience the expectation is to be in the office 45 days a week initially to learn and after that on a hybrid basis
Example of the day to day:
- Assists in executing and coordinating daytoday brokerage operations and supports the implementation and improvement of operational procedures.
- Coordinates with the broker to prepare documents cover letters etc. to market renewal business and provides necessary administrative support in filing printing and archiving documents.
- Administers and updates new and current client information in all required systems accurately.
- Maintains accurate and organized records of client accounts transactions and other relevant documentation and ensures compliance with recordkeeping regulations.
- Performs customer service functions by answering broker requests and questions by telephone email chat or in person.
- Contributes to the preparation of compliance reports related to brokerage operations and collaborates across broker and finance teams on business requirements.
- Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports.
- Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls.
Requirements:
- Property and Casualty Insurance experience of any type is preferred
- Work Hard Play Hard Mentality
- Team Player
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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