Brokerage Assistant

Amwins•Jericho, NY
•$36 - $41•Hybrid

About The Position

Amwins is hiring a Brokerage Assistant for its Brokerage team in Jericho. Internally, the position is titled Technical Assistant. The role supports brokers with administrative tasks for new and renewal accounts, account setup and servicing, client information management, and quote, policy, and renewal processes. The position follows an in-office/hybrid schedule, with three days per week in the office after training is complete. The role is not commission based and does not involve cold calling.

Requirements

  • At least 2 years of insurance experience.
  • Strong desire to learn and grow an insurance career.
  • Excellent computer skills, including proficiency with Microsoft 365, especially Excel spreadsheets.

Responsibilities

  • Support brokers with day-to-day administrative tasks for new and renewal accounts.
  • Enter and update client information in multiple online systems.
  • Gather and verify client details, ensuring accuracy across records.
  • Help with account setup and ongoing servicing.
  • Set up new accounts and assist with quote and policy processes.
  • Manage updates and changes to existing accounts, such as document revisions or policy updates.
  • Collect and organize information for account renewals, including requesting updated reports and preparing renewal communications for agents.

Benefits

  • Medical, dental, and vision coverage available on the first day of employment.
  • Choice of medical plans through Blue Cross Blue Shield; Kaiser is available for California employees.
  • Mental health support, including virtual therapy, digital coaching, and 24/7 EAP counseling.
  • Company-paid Basic Life and AD&D Insurance, Short-Term Disability, and Employee Assistance Program.
  • Health Savings Account with company contributions.
  • Health Care FSA, Dependent Care FSA, and Commuter Benefits.
  • Parental Leave and Adoption Assistance.
  • Voluntary life insurance, critical illness, accident, and identity theft protection coverage.
  • Retiree medical benefits for Medicare-eligible retirees.
  • 401(k) with company match.
  • Generous Paid Time Off and company holiday schedule.
  • Continuing-education-focused work environment.
  • Career advancement opportunities.
  • Eligibility for performance-based bonuses.
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