Commercial Broker Assistant Account Manager

South Bay Search; Phoenix (AZ); Hybrid; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a broker assistant to enhance their brokerage operations in Phoenix. This role offers a unique opportunity to support the implementation of operational procedures, coordinate with brokers, and ensure compliance with regulations. Ideal candidates will have a background in property and casualty insurance and a strong customer service mindset. The position starts in-office to foster learning and transitions to a hybrid model, promoting a work-hard, play-hard culture. Join a dynamic team where your contributions will directly impact the success of the brokerage and client satisfaction.

Qualifications

• Experience in property and casualty insurance is preferred.
• Strong customer service and teamwork skills are essential.

Responsibilities

• Coordinate daily brokerage operations and support procedural improvements.
• Maintain accurate records of client accounts and transactions.
• Assist in compliance reporting and risk management.

Skills

Customer Service

Team Collaboration

Operational Risk Management

Document Preparation

Education

High School Diploma

Property and Casualty Insurance Certification

Job description

One of the top Wholesale Brokerages in the country is seeking broker support in the form of a broker assistant, account manager, or inside broker to join their team in Phoenix, Arizona. The role will be dependent on experience. Without any wholesale experience, the expectation is to be in the office 4-5 days a week initially to learn and after that on a hybrid basis.

Example of the day-to-day:

• Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures.
• Coordinates with the broker to prepare documents, cover letters, etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents.
• Administers and updates new and current client information in all required systems accurately.
• Maintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures compliance with record-keeping regulations.
• Performs customer service functions by answering broker requests and questions by telephone, email, chat, or in person.
• Contributes to the preparation of compliance reports related to brokerage operations and collaborates across broker and finance teams on business requirements.
• Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports.
• Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls.

Requirements:

• Property and Casualty Insurance experience of any type is preferred.
• Work Hard, Play Hard Mentality.
• Team Player.