Heffernan Insurance Brokers · 3 hours ago
Broker Assistant
United States
Full-time
Remote
New Grad, Entry Level
$40K/yr - $60K/yr
0+ years expHeffernan Insurance Brokers is seeking a Broker Assistant to support their brokerage team in managing new business and renewal accounts across wholesale and surplus lines. The role involves processing submissions, quotes, and policy changes while ensuring precise documentation and effective communication with various stakeholders.
FinanceFinancial ServicesInsurance
Responsibilities
Assist Brokers with new business and renewal submissions
Prepare quotes and proposals
Utilize API and quoting platforms to streamline the quoting process for new submissions and renewals
Administer the creation and setup of Broker of Record (BOR) shells
Prepare and issue bind requests, endorsements, cancellations, and reinstatements as necessary, while ensuring accuracy and adherence to established deadlines
Conduct follow-ups on subjectivity items to ensure all conditions for binding are met
Manage payment follow-ups to ensure timely receipt of premiums and reduce outstanding receivables
Process mid-term changes, including non-monetary adjustments to maintain accurate policy records
Enter and maintain accurate client and policy data in the agency management system
Engage in solicitation communication with clients and order loss runs as necessary to support underwriting efforts
Communicate professionally with retail agents, carriers, and internal teams
Ensure compliance with internal procedures, carrier guidelines, and regulatory requirements
Support special projects and additional tasks as assigned
Qualification
Required
Education – High School diploma or GED required
0-2 years of experience in insurance, finance, or an administrative support role preferred
Strong analytical and problem-solving skills, with keen attention to detail
Excellent communication skills required, both verbal and written
Highly organized and able to manage competing priorities and deadlines
Must establish and maintain effective relationships with colleagues, customers, and business partners
Proficient in MS Office – namely Outlook, Word, Excel, and PowerPoint
Professional demeanor and behavior required
Preferred
Experience working with Applied/EPIC agency management system preferred
Benefits
This role will be eligible to participate in a discretionary annual incentive program.
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase