Broker Assistant

200 CRC Insurance Svcs LLC; Town of Texas (WI); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with company match

Paid time off

Disability insurance

AD&D

Job summary

CRC Group is seeking a Broker Assistant to support placement and servicing activities, ensuring timely execution of submissions, endorsements, and policy documentation. The role coordinates between agents, carriers, and internal teams to maintain accurate records and audit readiness.

You will help manage renewals, endorsements, and policy changes, while delivering high-quality service and maintaining strong documentation and workflow processes across the policy lifecycle.

Qualifications

• High school diploma or equivalent required; experience in insurance or administrative support preferred.
• Foundational knowledge of policy documentation, account servicing, and servicing workflows is advantageous.

Responsibilities

• Prepare submissions, endorsements, quotations, and policy documents.
• Coordinate communication between agents, carriers, and internal teams to ensure timely execution.
• Manage renewals, cancellations, endorsements, and policy changes while ensuring regulatory compliance.
• Maintain accurate systems and records to support policy lifecycle management and audit readiness.
• Monitor billing, collections, and documentation flow to identify issues and resolve them proactively.
• Provide high-quality service to agents, carriers, and internal stakeholders.

Skills

Organizational skills

Attention to detail

Insurance knowledge

Communication skills

Problem-solving

Office software

Education

High school diploma or equivalent

Tools

Office systems

Policy documentation tools

Job description

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular. Language Fluency: English (Required). Work Shift: 1st Shift (United States of America).

Please review the following job description:

The Broker Assistant supports brokerage outcomes by coordinating market-facing activity and ensuring timely, accurate execution across placement and servicing. This role provides administrative, documentation, and operational support to Brokers and sales teams, enabling efficient handling of policies and key accounts. The core function of this role centers on service execution, documentation quality, and workflow coordination while delivering high-quality support to agents, carriers, and internal partners.

KEY RESPONSIBILITIES

• Support the placement and servicing process by preparing submissions, endorsements, quotations, and policy documentation
• Coordinate account activity by managing correspondence, facilitating communication between agents, carriers, and internal teams, and ensuring timely execution of requests
• Manage account servicing responsibilities, including renewals, cancellations, endorsements, and policy changes while ensuring compliance with company and regulatory requirements
• Maintain accurate systems, records, and documentation to support policy lifecycle management and audit readiness
• Monitor account activity, including billing, collections, and documentation flow, to identify and resolve potential issues proactively
• Provide high-quality service to agents, carriers, and internal stakeholders while supporting Brokers and production teams in meeting business objectives

EDUCATION AND EXPERIENCE

• High school diploma or equivalent is typically required.
• Experience within insurance, account servicing, or administrative support roles preferred.
• Foundational experience in policy documentation, account coordination, or customer service environments.
• Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• State-specific insurance license required or expected to be obtained based on role responsibilities.
• Additional certifications may be encouraged to support career progression.

FUNCTIONAL SKILLS

• Strong organizational and time management skills with ability to manage multiple priorities
• Attention to detail and accuracy in documentation, policy processing, and system updates
• Knowledge of insurance processes, policy structures, and servicing workflows
• Strong interpersonal and communication skills with ability to interact effectively with agents, carriers, and team members
• Problem-solving skills with ability to anticipate issues and support resolution
• Proficiency in office systems, tools, and administrative processes

General Description of Available Benefits for Eligible Employees of CRC Group:

At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support.

Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

CRC Group is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify.

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights.

We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We're Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.