Insurance Operations Assistant Broker (On-Site)

Acrisure; Saint Petersburg (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and disability insurance

401(k) with employer match

Paid time off

Job summary

Wholesure Inc., a division of Acrisure, seeks an experienced Assistant Broker to provide administrative and operational support to Brokers and Associate Brokers through the insurance placement and service process.

This on-site role handles processing transactions, preparing documentation, coordinating with carriers and agents, and keeping accurate records to ensure timely workflow completion under guidance from Brokers and management.

Qualifications

• High School Diploma or GED required.
• At least 1 year admin, customer service, insurance or related experience preferred.
• Active P&CProducer or CSR license preferred.
• Experience with agency management systems and carrier portals preferred.
• Ability to follow procedures and maintain confidentiality.

Responsibilities

• Generate and process insurance documents, quotes, binders, and related forms.
• Process policy transactions including endorsements, cancellations, reinstatements, and renewals.
• Enter and maintain data in agency management systems and portals.
• Request and organize underwriting information from agents and carriers.
• Review policy documents and ensure accuracy and completeness.
• Prepare surplus lines forms and filings per procedures.
• Order inspections and monitor outstanding requirements.
• Maintain diaries and follow-up schedules for tasks.
• Coordinate communications between agents, carriers, underwriters, and internal teams.
• Document communications in agency management systems.
• Assist with renewal processes and quota deliveries.
• Support Brokers with account servicing and workflow management.
• Resolve routine admin issues and process requests.
• Maintain organized files and assist with workload balancing.

Skills

Insurance terminology

Communication skills

Microsoft Office

Agency management systems

Confidentiality

Education

High School Diploma or GED

1 year admin/insurance experience

Tools

Agency management systems

Carrier portals

Job description

Wholesure Inc., a division of Acrisure, seeks an experienced Assistant Broker to provide administrative and operational support to Brokers and Associate Brokers through the insurance placement and service process.

This on-site role handles processing transactions, preparing documentation, coordinating with carriers and agents, and keeping accurate records to ensure timely workflow completion under guidance from Brokers and management.