Assistant Broker

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

Job summary

A leading company is seeking an Assistant Broker to join their team in Stockton, CA. The role involves reviewing insurance applications, supporting sales processes, and ensuring compliance with state laws. Candidates should have a high school diploma or GED and proficiency with MS Office, with preferred qualifications including a degree in a related field and P&C licensing.

Benefits

Health benefits: Medical, Dental, Vision, Life, Disability Insurance

Financial benefits: ESPP, 401k, Student Loan Assistance, Tuition Reimbursement

Mental health & wellness support

Paid Time Off

Holidays

Discounts

Qualifications

• 1-3 months related experience or training, or equivalent.
• P&C licensed.
• Pursuing CIC or CPCU designation (preferred).

Responsibilities

• Examining documents to determine risk factors.
• Working with Brokers to ensure compliance and accuracy.
• Preparing quotes, binders, and SLA filings.

Skills

Proficiency with MS Office

Exceptional telephone demeanor

Education

High school diploma or GED

Associate or bachelor’s degree in a related field

Job description

Job Description: Assistant Broker

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

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

The Assistant Broker assists the Brokers by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance. Responsibilities include:

1. Examining documents such as application forms, inspection reports, insurance maps, and medical reports to determine risk factors.
2. Working with Brokers to ensure all required information is obtained, applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, and compliance with state laws is maintained.
3. Preparing quotes, binders, and SLA filings as directed.
4. Providing support for sales and production processes.
5. Reviewing risks submitted by Producers, rating submissions, and issuing binders.
6. Developing and cultivating carrier and brokerage relationships to place risks and grow the book of business.
7. Reviewing documentation for accuracy and completeness.
8. Understanding and extending company facilities, brokering risks, and assisting in negotiations.
9. Familiarity with agency management software systems and suggesting efficiencies.
10. Issuance and re-issuance of Certificates of Insurance.
11. Ensuring policy forms, terms, and conditions align with quotes and binders.
12. Providing telephone assistance to answer basic producer questions.

Licenses and Certifications:

• P&C licensed

Skills & Experience for Success:

• High school diploma or GED; 1-3 months related experience or training; or equivalent.
• Proficiency with MS Office.
• Exceptional telephone demeanor.
• 1-3 years’ experience in a similar role.
• Associate or bachelor’s degree in a related field (preferred).
• Pursuing CIC or CPCU designation (preferred).

Pay Range: $22.00 - $30.00 hourly

Our pay range reflects experience, geography, and budget considerations.

Teammate Benefits & Total Well-Being:

• Health benefits: Medical, Dental, Vision, Life, Disability Insurance
• Financial benefits: ESPP, 401k, Student Loan Assistance, Tuition Reimbursement
• Mental health & wellness support.
• Additional benefits: Paid Time Off, Holidays, Discounts, and more.

Benefits may vary by location and eligibility requirements.

Our Commitment:

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