Brokerage Assistant

Amwins; Scottsdale (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Mental health support

Life Insurance & AD&D

Short-Term Disability

Employee Assistance Program (EAP)

Health Savings Account (HSA)

FSA & Commuter Benefits

Parental Leave

Adoption Assistance

Voluntary Life Insurance

Critical Illness

Identity Theft Protection

401(k) with company match

Generous PTO & Holidays

Continuing education

Career advancement opportunities

Job summary

Amwins invites you to join its Brokerage team in Scottsdale as a Brokerage Assistant (internal title: Technical Assistant). This role supports brokers with daily administrative tasks, data entry, and client setup.

We value growth and provide built-in support to advance your knowledge. Two years of insurance experience are preferred, with strong MS 365 and Excel skills and a passion to learn and grow an insurance career.

Qualifications

• 2 years of insurance experience preferred.
• Proficient in Excel and MS 365.
• Strong organizational and communication skills.

Responsibilities

• 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)

Skills

Insurance knowledge

Microsoft 365 proficiency

Excel

Data entry

Tools

Microsoft 365 Suite

CRM systems

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 Scottsdale as aBrokerage Assistant!

This position is internally titled **Technical Assistant.**

**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:**

• Two years of insurance experience preferred
• Strong desire to learn and grow an insurance career
• 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

• 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