Assistant Broker

Job Description

The Assistant Broker supports brokers in servicing clients preparing insurance submissions managing policy documentation and coordinating with insurers. This role is detail-oriented and client-focused ensuring policies are accurately placed renewed and maintained while delivering excellent customer service.

Key Responsibilities

Support brokers with day-to-day account management for new and existing clients

Prepare insurance submissions quotations endorsements renewals and policy documents

Liaise with insurance carriers underwriters and clients to obtain information and resolve issues

Review policies and endorsements for accuracy and compliance

Maintain client files and update broker management systems and CRM records

Assist with invoicing premium tracking and documentation follow-ups

Respond to client inquiries and route complex issues to the broker as needed

Ensure adherence to regulatory compliance and internal procedures

Provide general administrative and operational support to the brokerage team

Required Qualifications

High school diploma or equivalent (post-secondary education in business or insurance preferred)

13 years of experience in insurance financial services or an administrative support role

Basic understanding of insurance products and terminology (personal or commercial lines)

Strong attention to detail and organizational skills

Proficiency in MS Office (Word Excel Outlook); experience with broker management systems a plus

Excellent written and verbal communication skills

The Assistant Broker supports brokers in servicing clients preparing insurance submissions managing policy documentation and coordinating with insurers. This role is detail-oriented and client-focused ensuring policies are accurately placed renewed and maintained while delivering excellent customer service.

Key Responsibilities

Support brokers with day-to-day account management for new and existing clients

Prepare insurance submissions quotations endorsements renewals and policy documents

Liaise with insurance carriers underwriters and clients to obtain information and resolve issues

Review policies and endorsements for accuracy and compliance

Maintain client files and update broker management systems and CRM records

Assist with invoicing premium tracking and documentation follow-ups

Respond to client inquiries and route complex issues to the broker as needed

Ensure adherence to regulatory compliance and internal procedures

Provide general administrative and operational support to the brokerage team

Required Qualifications

High school diploma or equivalent (post-secondary education in business or insurance preferred)

13 years of experience in insurance financial services or an administrative support role

Basic understanding of insurance products and terminology (personal or commercial lines)

Strong attention to detail and organizational skills

Proficiency in MS Office (Word Excel Outlook); experience with broker management systems a plus

Excellent written and verbal communication skills

Preferred Qualifications

Insurance license or willingness to obtain one

Experience working in an insurance brokerage environment

Familiarity with underwriting processes and policy servicing

Key Skills & Competencies

Client service mindset

Time management and ability to prioritize multiple tasks

Accuracy and confidentiality

Team collaboration

Problem-solving and follow-through

Insurance license or willingness to obtain one

Experience working in an insurance brokerage environment

Familiarity with underwriting processes and policy servicing

Key Skills & Competencies

Client service mindset

Time management and ability to prioritize multiple tasks

Accuracy and confidentiality

Team collaboration

Problem-solving and follow-through

Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.

Why Join Us:

At Acrisure were building more than a business were building a community where people can grow thrive and make an impact. Our benefits are designed to support every dimension of your life from your health and finances to your family and future.

Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks including:

• Physical Wellness: Comprehensive medical insurance dental insurance and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race color religion sex national origin disability or protected veteran status. Applicants may request reasonable accommodation by contacting .

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome your new opportunity awaits you.