Assistant Broker

Founders Professional; Saint Petersburg (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Employee assistance program (EAP)

Job summary

Wholesure Inc., a division of Acrisure, is looking for an experienced Assistant Broker who provides administrative and operational support to Brokers and Associate Brokers throughout the insurance placement and service process.

This role is responsible for processing transactions, preparing documentation, coordinating communications with carriers and retail agents, maintaining accurate records, and ensuring timely completion of assigned workflow activities.

Qualifications

• 1 year of administrative or insurance-related experience required.
• Knowledge of insurance terminology and brokerage operations.
• Strong written and verbal communication skills.
• Ability to learn agency management systems and carrier portals.
• Must be able to work on-site to support collaboration.

Responsibilities

• Generate and distribute quotes, binders, premium finance agreements, and related insurance documentation.
• Process policy transactions, including endorsements, cancellations, reinstatements, and renewals.
• Enter, update, and maintain accurate information within agency management systems, carrier portals, and internal databases.
• Request, obtain, and organize underwriting information and supporting documentation from retail agents and carriers.
• Review policy documents, quotes, binders, and related materials for completeness and accuracy.
• Prepare surplus lines forms, filings, and supporting documentation in accordance with established procedures.
• Order inspections and monitor outstanding requirements.
• Maintain diaries, suspense items, and follow-up schedules to ensure timely completion of assigned tasks.
• Coordinate communications between retail agents, carriers, underwriters, and internal departments.
• Document of customer, carrier, and agency communications within agency management systems.
• Assist with the renewal process by obtaining and delivering quotes and required documentation.
• Support Brokers and Associate Brokers with account servicing activities and workflow management.
• Assist with resolving routine administrative issues and processing requests.
• Maintain organized electronic and physical files in accordance with company standards.
• Contribute to team objectives by assisting with workload balancing and other administrative support activities as assigned.

Skills

Insurance terminology

Communication skills

Microsoft Office

Education

High School Diploma or GED

Active Property & Casualty Producer License or CSR License preferred

Tools

Agency management systems

Carrier portals

Job description

About Wholesure

Wholesure, Inc. is one of North America’s largest groups of wholesale brokers, binding authorities, and MGAs, delivering broad market access across Property & Casualty, Specialty, Life, Disability, and Employee Benefits. With more than 900 team members and a nationwide network of 40,000+ retail agency partners, Wholesure combines deep industry expertise, personal service, and innovative technology to help insurance professionals move quickly and confidently. Our extensive brokerage capabilities and industry-leading digital platform provide access to exclusive rating tools, instant-binding solutions, and traditional account placement opportunities.

Job Summary

Wholesure Inc., a division of Acrisure, is looking for an experienced Assistant Broker who provides administrative and operational support to Brokers and Associate Brokers throughout the insurance placement and service process. This role is responsible for processing transactions, preparing documentation, coordinating communications with carriers and retail agents, maintaining accurate records, and ensuring timely completion of assigned workflow activities. The position follows established procedures and guidelines and works under the direction of Brokers, Associate Brokers, and management.

Responsibilities

• Generate and distribute quotes, binders, premium finance agreements, and related insurance documentation.
• Process policy transactions, including endorsements, cancellations, reinstatements, and renewals.
• Enter, update, and maintain accurate information within agency management systems, carrier portals, and internal databases.
• Request, obtain, and organize underwriting information and supporting documentation from retail agents and carriers.
• Review policy documents, quotes, binders, and related materials for completeness and accuracy.
• Prepare surplus lines forms, filings, and supporting documentation in accordance with established procedures.
• Order inspections and monitor outstanding requirements.
• Maintain diaries, suspense items, and follow-up schedules to ensure timely completion of assigned tasks.
• Coordinate communications between retail agents, carriers, underwriters, and internal departments.
• Document of customer, carrier, and agency communications within agency management systems.
• Assist with the renewal process by obtaining and delivering quotes and required documentation.
• Support Brokers and Associate Brokers with account servicing activities and workflow management.
• Assist with resolving routine administrative issues and processing requests.
• Maintain organized electronic and physical files in accordance with company standards.
• Contribute to team objectives by assisting with workload balancing and other administrative support activities as assigned.
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. All other duties as assigned.

Requirements

• Knowledge of general insurance terminology, processes, and brokerage operations.
• Ability to follow established procedures, workflows, and carrier guidelines.
• Effective written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Ability to learn and utilize agency management systems and carrier portals.
• Ability to maintain confidentiality and handle sensitive information appropriately.

Education/Experience

• High School Diploma or GED.
• One (1) year of administrative, customer service, insurance, or related business experience required.
• One to three (1–3) years of insurance industry experience preferred.
• Active Property & Casualty (P&C) Producer License or CSR License preferred.
• Experience working with agency management systems and carrier portals preferred.
• #LI-DL1 Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

… and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.