Insurance Operations Assistant – Wholesale Brokerage

Brown & Riding Insurance Services, Inc; Dallas (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Brown & Riding Insurance Services, Inc is seeking a Production Assistant - Wholesale Insurance Brokerage in Dallas. The role supports broker teams with policy files, renewal communications, and data entry, ensuring compliance with QMS standards.

You will relay information, prepare submissions, and assist in the processing of policies and endorsements under supervision, contributing to efficient, accurate insurance services.

Qualifications

• Strong organization, follow-up, communication, and interpersonal skills.
• Demonstrate analytical skills to define problems, gather data, and draw conclusions.
• Proactive approach to problem-solving and good listening skills.
• Intermediate skill level in PC software (Word, Excel, and others).
• Ability to be flexible in work schedule and manage time effectively.

Responsibilities

• Meet quality measurement goals by following QMS standards.
• Process post-binding requirements and follow up with carrier or retailers as needed.
• Maintain fully documented agency management files per QMS procedures.
• Relay information requests between retailers and licensed team members.
• Produce renewal letters and request completed applications for insurance coverage.
• Assist in market submissions preparation by compiling information from retailers.
• Transmit policies from markets/carriers to retailers.
• Follow up on endorsements, renewals, and pending items with licensed team members.

Skills

Organization

Follow-up

Communication

Interpersonal skills

Analytical skills

PC software

Flexibility

Job description

Brown & Riding Insurance Services, Inc is seeking a Production Assistant - Wholesale Insurance Brokerage in Dallas. The role supports broker teams with policy files, renewal communications, and data entry, ensuring compliance with QMS standards.

You will relay information, prepare submissions, and assist in the processing of policies and endorsements under supervision, contributing to efficient, accurate insurance services.