Brokerage Assistant

Amwins; Florida; On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Mental health support

Life & AD&D Insurance

401(k) with company match

Paid time off

Job summary

Amwins in Jupiter, FL, seeks a Brokerage Assistant to support brokers with daily administrative tasks, data entry, and client servicing. This in-office role provides vital team functions and a path to grow within an industry-leading insurance solutions provider.

You will assist with account setup, renewals, and documentation, while maintaining accurate client records across systems. Insurance experience is a plus, and strong Excel/Microsoft 365 skills are valued.

Qualifications

• Interest in starting an insurance career.
• Excellent computer skills including Excel.
• Insurance experience is a plus.

Responsibilities

• Support brokers with day-to-day administrative tasks for new and renewal accounts.
• Enter and update client information in multiple online systems.
• Gather and verify client details, ensuring accuracy across records.
• Help with account setup and ongoing servicing.
• Set up new accounts and assist with quote and policy processes.
• Manage updates and changes to existing accounts (e.g., document revisions or policy updates).

Skills

Willingness to learn

Excel proficiency

Microsoft 365

Tools

Microsoft 365

Excel

Job description

Amwins is the largest specialty distributor of property, casualty and professional lines of insurance products - we're ready for even the most complex placements. We are the industry leader because we hold ourselves accountable to deliver results – for our employees, our clients, our markets and our shareholders.

We know people don't leave companies. They leave cultures - which is why we work so hard on ours. We've built a workplace where talent is valued, and success is celebrated. With a focus on service, to our clients as well as our communities, our culture is defined by supporting each other. In this team-driven environment, Amwins creates the perfect place for you to grow your career with built-in support and opportunity to advance your knowledge base.

At Amwins, our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. We believe that by taking care of our employees, they will take care of our clients and the cycle will perpetuate.

Learn more about us at amwins.com.

Join ourAmwins Brokerageteam in Jupiter as aBrokerage Assistant!

This position is internally titled Technical Assistant.

This position is in office.

None of our positions are commission based or involve cold calling.

Each Brokerage Assistant provides vital team functions:

• Support brokers with day-to-day administrative tasks for both new and renewal accounts
• Enter and update client information in multiple online systems
• Gather and verify client details, ensuring accuracy across records
• Help with account setup and ongoing servicing
• Set up new accounts and assist with quote and policy processes
• Manage updates and changes to existing accounts (such as document revisions or policy updates)
• Collect and organize information for account renewals (for example, requesting updated reports and preparing renewal communications for agents)

We are looking for people with:

• Strong desire to learn and grow an insurance career
  • Insurance experience is a plus!
• Excellent computer skills including Microsoft 365 proficiency with an emphasis in Excel spreadsheets

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The Amwins Advantage: Benefits & Perks Available to Full-Time US Based Employees

• Medical, Dental, Vision available your first day of employment

  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees

• Mental health support including:

  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling

• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program

• Health Savings Account with company contributions

• Health Care FSA, Dependent Care FSA, and CommuterBenefits

• Parental Leave and Adoption Assistance

• Voluntary coverage options:

  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection

• Retiree medicalbenefitsavailable for Medicare-eligible retirees

• 401(k) with company match

• Generous Paid Time Off and Company Holiday Schedule

• Collaborative, continuing education focused work environment

• Career advancement opportunities