Assistant Broker jobs in United States
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Acrisure · 2 days ago

Assistant Broker

Acrisure is a company focused on building a community where people can grow and thrive. The Assistant Broker role involves supporting brokers in servicing clients, managing policy documentation, and ensuring accurate placement and maintenance of insurance policies while delivering excellent customer service.

Financial ServicesInsuranceInsurTech

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

Qualification

Insurance knowledgeMS Office proficiencyBroker management systemsAttention to detailClient service mindsetCommunication skillsTime managementTeam collaborationProblem-solving

Required

High school diploma or equivalent (post-secondary education in business or insurance preferred)
1–3 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

Insurance license or willingness to obtain one
Experience working in an insurance brokerage environment
Familiarity with underwriting processes and policy servicing

Benefits

Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
A complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

Company

Acrisure

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Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.

Funding

Current Stage
Late Stage
Total Funding
$11.37B
Key Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B

Leadership Team

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Greg Williams
Co-Founder, Chairman & CEO
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Mark Wassersug
Chief Technology Officer
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Company data provided by crunchbase