Assistant Broker

Acrisure • Chester Borough, NJ

26d

About The Position

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. 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.

Requirements

• High school diploma or equivalent (post-secondary education in business or insurance preferred)
• 1–3 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

Nice To Haves

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

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

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees