Assistant Broker

Brown & Brown; Irvine (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance sector is seeking an Assistant Broker to join their team in Irvine, CA. The role involves reviewing insurance applications, assisting brokers, and developing relationships within the insurance market. Ideal candidates will have a high school diploma or GED, relevant experience, and proficiency in MS Office. Comprehensive benefits are offered, including health insurance and financial security programs.

Benefits

Medical, Dental, Vision, Life, Disability Insurance

ESPP, 401k, Student Loan Assistance, Tuition Reimbursement

Paid Time Off, Holidays, Partner Discounts

Qualifications

• 1-3 months related experience or training, or equivalent education.
• 1-3 years’ experience in a similar insurance support role.
• Pursuing CIC or CPCU designation or similar coursework preferred.

Responsibilities

• Review insurance applications and evaluate risk factors.
• Assist Brokers with application processing and policy issuance.
• Develop and cultivate carrier and brokerage relationships.

Skills

Proficient in MS Office

Insurance knowledge

Education

High school diploma or GED

Associate or bachelor’s degree in business or finance

Job description

Job Title and Location

We are seeking an Assistant Broker to join our growing team in Irvine, CA.

Company Culture

Built on meritocracy, our unique company culture rewards self-starters and those committed to doing what is best for our customers.

Key Responsibilities

• Review insurance applications, inspections, and other relevant documents to evaluate risk factors such as financial standing, age, occupation, accident history, and property condition.
• Assist Brokers by ensuring all required information is obtained, applications are completed correctly, quotes and binders are confirmed in writing, policies are issued promptly, and necessary filings and taxes are handled in accordance with state laws.
• Prepare quotes, binders, and SLA filings as directed by the Broker.
• Support the sales and production process within the department.
• Review risks submitted by Producers, rate submissions, and issue written binders.
• Develop and cultivate carrier and brokerage relationships to place risks and grow the book of business.
• Review indications, quotes, binders, submissions, and policies for accuracy and completeness.
• Assist in brokering risks and negotiating placements to improve quote-to-bind activity and production results.
• Become proficient with agency management software and suggest efficiencies.
• Issue and re-issue Certificates of Insurance as needed.
• Ensure policy forms, terms, and conditions align with quotes and binders.
• Provide telephone assistance for basic producer inquiries, referring complex questions to the Broker.

Licenses and Certifications

• P&C licensed

Skills & Experience

• High school diploma or GED, with 1-3 months related experience or training; or equivalent education and experience.
• Proficient in MS Office.
• 1-3 years’ experience in a similar insurance support role.

• Associate or bachelor’s degree in business or finance (preferred).
• Pursuing CIC or CPCU designation or similar coursework (preferred).

Compensation

Pay Range: $22.00 - $30.00 hourly. This range reflects experience, location, and other factors.

Benefits & Well-Being

We offer comprehensive benefits focusing on health, financial security, mental health, and more, including:

• Health: Medical, Dental, Vision, Life, Disability Insurance
• Financial: ESPP, 401k, Student Loan Assistance, Tuition Reimbursement
• Mental Health & Wellness: Free services and support
• Additional: Paid Time Off, Holidays, Partner Discounts, and others

Benefits may vary by location and eligibility.

Our Commitment

As an Equal Opportunity Employer, we foster an inclusive environment guided by our Diversity, Inclusion & Belonging motto, “The Power to Be Yourself”.