Insurance Broker Assistant: Client Growth & Coordination

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

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.