Insurance Broker Coordinator — Client Service & Growth

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

Benefits offered by this job

401(k) plan with company match

Medical, dental, and vision benefits

Paid time off and sick leave

Job summary

Sand Harbor in Walnut Creek is looking for a Broker Assistant who will support brokers by coordinating account activity and ensuring timely execution of policy placements.

The ideal candidate will have a Bachelor's degree or relevant experience, strong organizational skills, and the ability to communicate effectively. The position offers a salary range of $75,000 to $95,000 along with benefits including a 401(k) plan with company match.

Qualifications

• Wholesale insurance experience is preferred.
• Home state P&C insurance license (or willingness to obtain within 90 days of hire).
• Ability to work extended hours as needed.

Responsibilities

• Support placement strategies and overall account management.
• Act as a communication link between agents, underwriters, and teams.
• Prepare quotations for new business, renewals, and policy changes.
• Maintain and organize all account documentation.
• Respond to service-related requests from agents and internal teams.

Skills

Organization skills

Verbal communication skills

Written communication skills

Attention to detail

Decision-making

Education

Bachelor's degree or equivalent industry experience

Tools

Microsoft Office

Job description

Sand Harbor in Walnut Creek is looking for a Broker Assistant who will support brokers by coordinating account activity and ensuring timely execution of policy placements.

The ideal candidate will have a Bachelor's degree or relevant experience, strong organizational skills, and the ability to communicate effectively. The position offers a salary range of $75,000 to $95,000 along with benefits including a 401(k) plan with company match.