Broker Assistant

Insurica; Northern (KY); Hybrid; USD 36,000 - 44,000; Full time

Job summary

Insurica at the Winston Salem, NC branch is seeking a Broker Assistant to support daily broker operations and processing of new business accounts. You will maintain compliant files and handle client inquiries to deliver excellent service.

The role requires accurate data entry, strong organization, and the ability to manage multiple tasks. Remote work opportunities vary by location and business need, with scheduling details provided by each manager.

Qualifications

• 1–2 years of previous commercial transportation experience preferred.
• High School diploma or GED equivalent preferred.
• Strong data entry skills with a high level of accuracy.
• Organized and analytical, with a strong attention to detail.
• Ability to communicate effectively, both verbally and in writing.
• Regular and punctual attendance is required.

Responsibilities

• Enter and process new business submissions accurately and on time.
• Maintain and update customer files to ensure compliance with company and carrier requirements.
• Answer inbound calls and route to the appropriate team or contact.
• Enter initial quoting information into agency system(s) accurately.
• Organize and manage documentation within internal systems.
• Perform tasks to avoid errors and omissions and support essential functions.
• Participate in seminars and training to maintain required licenses and knowledge.

Skills

Data entry

Attention to detail

Time management

Communication

Interpersonal skills

Team collaboration

Education

High School diploma

Tools

Agency systems

Job description

Broker Assistant# Broker AssistantNorth Carolina Branch - Winston Salem, NC 27103## OverviewSalary Range$40,000.00 - $40,000.00 SalaryPosition TypeFull TimeJob ShiftDayEducation LevelHigh SchoolTravel PercentageNegligible## Description**Job Summary**The Broker Assistant provides administrative support to daily Broker operations by effectively processing new business accounts and maintaining compliant customer records, ensuring accuracy and organization of all information. The Broker Assistant is also responsible for handling client service inquiries, ensuring excellent customer service.**Job Functions*** Effectively enter and process new business submissions received, ensuring accuracy and timeliness* Maintain and update customer files to ensure compliance with company and carrier requirements* Answer inbound calls promptly and accurately route them to the appropriate team or contact* Accurately enter initial quoting information into agency system(s)* Organize and manage documentation within internal systems* Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions* Participate in seminars and other training to maintain required licenses and for knowledge and skill development**Additional Responsibilities**This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.## Qualifications**Job Requirements*** 1 – 2 years of previous commercial transportation experience preferred* High School diploma or GED equivalent preferred**Knowledge, Skills, and Abilities*** Strong data entry skills with a high level of accuracy* Organized and analytical, with a strong attention to detail* Ability to manage time, prioritize tasks, and handle multiple assignments efficiently* Ability to work within a fast-paced, changing priority environment* Self-motivated, with the initiative to prioritize and be self-directed* Regular and punctual attendance is required* Ability to communicate effectively, both verbally and in writing* Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels* Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency* Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality**Work Conditions*** Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently* Ability to lift up to 20 pounds, occasionally* Requires operation of a computer workstation, including keyboard and video display* *All requirements may be modified to reasonably accommodate physical or mental impairment*