Insurance Brokerage Administrative Specialist

Acrisure Trade Credit; Saint Petersburg (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Employee assistance program (EAP)

Job summary

Wholesure Inc., a division of Acrisure, is looking for an experienced Assistant Broker who provides administrative and operational support to Brokers and Associate Brokers throughout the insurance placement and service process.

This role is responsible for processing transactions, preparing documentation, coordinating communications with carriers and retail agents, maintaining accurate records, and ensuring timely completion of assigned workflow activities.

Qualifications

• 1 year of administrative or insurance-related experience required.
• Knowledge of insurance terminology and brokerage operations.
• Strong written and verbal communication skills.
• Ability to learn agency management systems and carrier portals.
• Must be able to work on-site to support collaboration.

Responsibilities

• Generate and distribute quotes, binders, premium finance agreements, and related insurance documentation.
• Process policy transactions, including endorsements, cancellations, reinstatements, and renewals.
• Enter, update, and maintain accurate information within agency management systems, carrier portals, and internal databases.
• Request, obtain, and organize underwriting information and supporting documentation from retail agents and carriers.
• Review policy documents, quotes, binders, and related materials for completeness and accuracy.
• Prepare surplus lines forms, filings, and supporting documentation in accordance with established procedures.
• Order inspections and monitor outstanding requirements.
• Maintain diaries, suspense items, and follow-up schedules to ensure timely completion of assigned tasks.
• Coordinate communications between retail agents, carriers, underwriters, and internal departments.
• Document of customer, carrier, and agency communications within agency management systems.
• Assist with the renewal process by obtaining and delivering quotes and required documentation.
• Support Brokers and Associate Brokers with account servicing activities and workflow management.
• Assist with resolving routine administrative issues and processing requests.
• Maintain organized electronic and physical files in accordance with company standards.
• Contribute to team objectives by assisting with workload balancing and other administrative support activities as assigned.

Skills

Insurance terminology

Communication skills

Microsoft Office

Education

High School Diploma or GED

Active Property & Casualty Producer License or CSR License preferred

Tools

Agency management systems

Carrier portals

Job description

Wholesure Inc., a division of Acrisure, is looking for an experienced Assistant Broker who provides administrative and operational support to Brokers and Associate Brokers throughout the insurance placement and service process.

This role is responsible for processing transactions, preparing documentation, coordinating communications with carriers and retail agents, maintaining accurate records, and ensuring timely completion of assigned workflow activities.