Senior Broker Assistant

• Provide operational support to brokers and team members across the Professional & Executive Liability practice.

• Prepare and maintain insurance documentation, correspondence, and account records.

• Assist with quoting activities and presentation of quote materials to brokers.

• Obtain and process loss runs, policy documents, and underwriting information.

• Support surplus lines filings and documentation requirements.

• Research and help resolve accounting and policy servicing issues.

• Maintain accurate client and policy information across internal systems.

• Respond to broker and internal stakeholder inquiries in a timely, professional manner.

• Ensure documentation is organized, complete, and compliant with company and regulatory requirements.

• Assist with process improvements and support a variety of ad hoc operational projects as business needs evolve.

• Collaborate closely with teammates to support workflow management and deliver exceptional service.

What Success Looks Like

• Becoming a reliable resource for the ProExec team.

• Accurately managing multiple priorities in a fast-paced environment.

• Delivering high-quality work with strong attention to detail.

• Maintaining organized records and documentation with minimal errors.

• Responding quickly and professionally to broker and team requests.

• Helping keep the team's operations running smoothly and efficiently.

• Developing a strong understanding of insurance workflows, terminology, and brokerage processes.

Training & Development

This position offers hands-on training, ongoing coaching and direct exposure to brokerage operations. This role can provide valuable exposure to insurance operations, client service, underwriting support, and brokerage processes for individuals looking to build a long-term career within the insurance industry.

Required Qualifications

• Insurance industry experience, brokerage experience, underwriting support experience, or related insurance operations experience  OR

• Significant customer service, administrative, operations, or coordination experience in a fast-paced environment.

• Strong organizational skills and attention to detail.

• Ability to manage multiple tasks and competing priorities efficiently.

• Excellent written and verbal communication skills.

• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.

• Strong problem-solving skills and a customer-focused mindset.

• Ability to work independently while supporting a collaborative team environment.

Preferred Qualifications

• Experience working for an insurance carrier, brokerage, agency, MGA, or wholesale brokerage.

• Understanding of insurance terminology and processes, including binders, quotes, policies, endorsements, and renewals.

• Experience supporting commercial insurance operations.

• Bachelor's degree in Business, Risk Management, Insurance, or a related discipline.

• Knowledge of surplus lines procedures and documentation.

• Experience handling policy servicing, documentation management, or insurance account support activities.

Why Join Us?

• Join a highly specialized Professional & Executive Liability practice.

• Opportunity to play a critical role supporting a successful brokerage team.

• Flexible work arrangements, including hybrid and remote options within PST/MST time zones.

• Gain exposure to multiple facets of the insurance business, including quoting, policy administration, surplus lines, and brokerage operations.

• Work in a fast-paced environment where no two days are the same.

• Ideal opportunity for insurance professionals who enjoy operations and service-oriented work but are not interested in pursuing a producer or sales-focused career path.

This position is well-suited for a detail-oriented insurance professional or operations specialist who thrives in a high-volume environment, enjoys supporting a team, and takes pride in delivering exceptional service and operational excellence.