Assistant Broker jobs in United States
cer-icon
Apply on Employer Site
company-logo

Acrisure · 12 hours ago

Assistant Broker

Acrisure is a global fintech leader that empowers businesses and individuals with innovative solutions. The Assistant Broker role involves supporting Lead Brokers in the solicitation and placement of insurance policies, handling customer inquiries, and ensuring compliance with market rules.

Financial ServicesInsuranceInsurTech

Responsibilities

Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects
Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants
Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed
Assist customers (retail agencies) in handling of questions or problems
Log in quote submissions
Track submissions sent to broker markets
Track submissions sent to binding market Underwriter
Send out correspondence, such as confirmation of receipt of risk, finance letters, etc
Issue quote letters and or binder letters as required
Set and handle suspense’s for required requested items, policies, etc
Ensure compliance with all binding market rules
Discuss problems or potential problems with company underwriters, verbally or via email
Compile all required documentation for the Policy Issuance Department for binding authority business
Compile all required documentation for SLA filings on individual risks
Send and request notice of cancellations on specific policies
Order and review inspections
Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection
Perform other related duties as assigned

Qualification

PropertyCasualty LicenseISO Commercial General LiabilityMicrosoft Office 365Agency Management SystemsTeamworkAttention to DetailEffective CommunicationTime ManagementSelf-Motivated

Required

High school diploma
current and active Property and Casualty Producer License
Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)
Previous knowledge of Microsoft Teams and Agency Management Systems
Knowledge of TIF documents
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Fast but accurate worker with a high attention to detail
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
High finger dexterity while typing documents and forms
Occasionally lift up to 25lbs
Sitting for extended periods of time

Preferred

Two or more years of College and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU
Basic knowledge of ISO Commercial General Liability form
Basic knowledge of differences in property forms between Basic, Broad and Special
Basic knowledge of Property/Casualty insurance industry

Benefits

Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off
Holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA)
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

company-logo
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

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