Broker Assistant

Sand Harbor Specialty Insurance Brokers; Walnut Creek (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Discretionary incentive compensation

Medical, dental, and vision plans

Paid time off and paid sick leave

401(k) plan with company match

Job summary

Sand Harbor Specialty Insurance Brokers in Walnut Creek is seeking a proactive Broker Assistant to support Brokers and Associate Brokers by coordinating account activity, facilitating communication between clients, agents, and underwriters, and ensuring the accurate and timely execution of policy placements and service deliverables.

This role emphasizes organization, attention to detail, and strong communication skills.

Qualifications

• Bachelor’s degree or equivalent industry experience.
• Wholesale insurance experience preferred.
• Home state P&C license (or willingness to obtain within 90 days).
• Proven organization skills with strong attention to detail.
• Ability to make independent decisions with minimal supervision.
• Proficiency in Microsoft Office and other common applications.
• Strong verbal and written communication skills.
• Ability to work extended hours as needed.
• Ability and willingness to travel to the office for in-person meetings.

Responsibilities

• Partner with Brokers and Associate Brokers to support placement strategies, client service, and overall account management.
• Act as a central point of communication between agents, underwriters, and internal teams to ensure seamless information flow and execution.
• Prepare and support the development of quotations for new business, renewals, and policy changes with accuracy.
• Facilitate the issuance of binders, invoices, and filings, ensuring timely delivery to agents.
• Communicate coverage details and potential exposures clearly to agents and clients.
• Review policies and endorsements for accuracy; identify discrepancies and implement corrections.
• Respond promptly to service-related requests from internal teams, agents, and underwriting partners.
• Maintain and organize all account documentation, ensuring files are accurate and compliant.
• Ensure cancellation and non-renewal processes comply with regulatory and contractual requirements.
• Oversee suspense items and follow up on outstanding documentation.
• Maintain ongoing communication with clients and carrier partners, addressing questions and opportunities for coverage enhancements.
• Monitor account activity including billing and collections, addressing issues proactively.
• Build and sustain relationships with clients and underwriters to support retention and growth.
• Perform other duties as assigned.

Skills

Client communication

Organization

Independent decision making

Microsoft Office

Verbal and written communication

Travel readiness

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Introduction

Sand Harbor Specialty Insurance Brokers is built on a simple belief: our people are our greatest asset. We are a people-first organization committed to fostering a culture of collaboration, professionalism, and excellence, where individuals are empowered to take ownership of their work and deliver meaningful results.

As an independently owned firm, Sand Harbor was created to attract entrepreneurial, passionate professionals who put their clients at the center of everything they do. We value creativity, accountability, and fresh thinking. We actively encourage our team to challenge the status quo, contribute ideas, and help shape the future of the organization. At Sand Harbor, every voice matters, and every individual has the opportunity to make a lasting impact.

Role Overview

Reports To

Lead Broker

The Broker Assistant plays a key role in supporting Brokers and Associate Brokers by coordinating account activity, facilitating communication between clients, agents, and underwriters, and ensuring the accurate and timely execution of policy placements and service deliverables. This position requires strong organizational and analytical capabilities, with responsibility for maintaining account integrity, resolving service issues, using independent judgement, and contributing to overall client satisfaction and retention.

Key Responsibilities

• Partner with Brokers and Associate Brokers to support placement strategies, client service, and overall account management.
• Act as a central point of communication between agents, underwriters, and internal team members to ensure seamless information flow and execution.
• Prepare and support the development of quotations for new business, renewals, and policy changes, ensuring responsiveness and accuracy in all deliverables.
• Facilitate the issuance of binders, invoices, and applicable filings, ensuring timely and accurate delivery to agents.
• Communicate coverage details, policy terms, and potential exposures clearly and effectively to agents and clients.
• Review policies, endorsements, audits, and related documents to verify accuracy; identify discrepancies and implement necessary corrections.
• Respond promptly to service-related requests from internal teams, agents, and underwriting partners.
• Maintain and organize all account documentation, ensuring files are accurate, complete, and compliant with internal standards.
• Ensure cancellation and non-renewal processes are handled in accordance with regulatory and contractual requirements.
• Oversee suspense items and follow up on outstanding documentation, including policies, endorsements, inspection reports, and other required materials.
• Maintain ongoing communication with clients and carrier partners, addressing questions, resolving issues, and identifying opportunities for coverage enhancements.
• Monitor account activity, including billing, collections, and tax-related items, proactively identifying and addressing potential issues.
• Build and sustain strong working relationships with clients and underwriters to support retention and growth of the business.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree or equivalent industry experience
• Wholesale insurance experience is preferred
• Home state P&C insurance license (or willingness to obtain within 90 days of hire)
• Proven organization skills with a strong attention to detail
• Ability to make independent decisions, following company guidelines, with little to no supervision from assigned Broker
• Proficiency in Microsoft Office and other common computer applications
• Possess strong verbal and written communication skills
• Ability to work extended hours as needed
• Ability and willingness to travel to the office and attend in-person meetings as needed

Compensation & Benefits

The annual base salary range for this position is $75,000 to $95,000. Actual compensation will vary based on multiple considerations, including but not limited to an individual’s background and qualifications, relevant experience, geographic market conditions, role complexity and responsibilities, demonstrated competencies, training, and other factors.

Additional Benefits For Eligible Employees Include

• Discretionary incentive compensation may be awarded at the Company’s sole discretion and is not guaranteed.
• As a full-time employee, you will be eligible to participate in the Company’s medical, dental, and vision benefit plans, subject to the terms and conditions of those plans. You will also be eligible for paid time off and paid sick leave in accordance with Company policy and applicable law.
• 401(k) plan with company match available.
• All benefits are subject to the terms and conditions of the applicable plan documents and may be modified by the Company at any time.

Sand Harbor Specialty Insurance Brokers is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, gender, gender identity or expression, sexual orientation, marital status, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local laws.

We are committed to providing reasonable accommodations to qualified individuals with disabilities and to applicants with sincerely held religious beliefs, in accordance with applicable laws. If you require assistance or accommodation during the application or hiring process, please let us know.

Disclaimer: This job description is intended to describe the general nature and level of work performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties and responsibilities may change at any time with or without notice.