Assistant

Assistant Broker

The Assistant Broker supports brokers in servicing clients, preparing insurance submissions, managing policy documentation, and coordinating with insurers. This role is detail-oriented and client-focused, ensuring policies are accurately placed, renewed, and maintained while delivering excellent customer service.

Key Responsibilities

• Support brokers with day-to-day account management for new and existing clients
• Prepare insurance submissions, quotations, endorsements, renewals, and policy documents
• Liaise with insurance carriers, underwriters, and clients to obtain information and resolve issues
• Review policies and endorsements for accuracy and compliance
• Maintain client files and update broker management systems and CRM records
• Assist with invoicing, premium tracking, and documentation follow-ups
• Respond to client inquiries and route complex issues to the broker as needed
• Ensure adherence to regulatory, compliance, and internal procedures
• Provide general administrative and operational support to the brokerage team

Required Qualifications

• High school diploma or equivalent (post-secondary education in business or insurance preferred)
• 13 years of experience in insurance, financial services, or an administrative support role
• Basic understanding of insurance products and terminology (personal or commercial lines)
• Strong attention to detail and organizational skills
• Proficiency in MS Office (Word, Excel, Outlook); experience with broker management systems a plus
• Excellent written and verbal communication skills

Preferred Qualifications

• Insurance license or willingness to obtain one
• Experience working in an insurance brokerage environment
• Familiarity with underwriting processes and policy servicing

Key Skills & Competencies

• Client service mindset
• Time management and ability to prioritize multiple tasks
• Accuracy and confidentiality
• Team collaboration
• Problem-solving and follow-through

The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.