Broker Assistant

CRC Group • Dallas, TX

3d • Onsite

About The Position

The Broker Assistant supports brokerage outcomes by coordinating market-facing activity and ensuring timely, accurate execution across placement and servicing. This role provides administrative, documentation, and operational support to Brokers and sales teams, enabling efficient handling of policies and key accounts. The core function of this role centers on service execution, documentation quality, and workflow coordination while delivering high-quality support to agents, carriers, and internal partners.

Requirements

• High school diploma or equivalent is typically required.
• Foundational experience in policy documentation, account coordination, or customer service environments
• Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership
• State-specific insurance license required or expected to be obtained based on role responsibilities.
• Strong organizational and time management skills with ability to manage multiple priorities
• Attention to detail and accuracy in documentation, policy processing, and system updates
• Knowledge of insurance processes, policy structures, and servicing workflows
• Strong interpersonal and communication skills with ability to interact effectively with agents, carriers, and team members
• Problem-solving skills with ability to anticipate issues and support resolution
• Proficiency in office systems, tools, and administrative processes

Nice To Haves

• Experience within insurance, account servicing, or administrative support roles preferred
• Additional certifications may be encouraged to support career progression.

Responsibilities

• Support the placement and servicing process by preparing submissions, endorsements, quotations, and policy documentation
• Coordinate account activity by managing correspondence, facilitating communication between agents, carriers, and internal teams, and ensuring timely execution of requests
• Manage account servicing responsibilities, including renewals, cancellations, endorsements, and policy changes while ensuring compliance with company and regulatory requirements
• Maintain accurate systems, records, and documentation to support policy lifecycle management and audit readiness
• Monitor account activity, including billing, collections, and documentation flow, to identify and resolve potential issues proactively
• Provide high-quality service to agents, carriers, and internal stakeholders while supporting Brokers and production teams in meeting business objectives

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• a 401(k) plan with company match
• generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more
• restricted stock units and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED