Brokerage Assistant

Amwins•Jupiter, FL

6d•Onsite

About The Position

Amwins is hiring a Brokerage Assistant for its Brokerage team in Jupiter. The position is internally titled Technical Assistant and is performed in the office. Brokerage Assistants provide administrative and account-servicing support to brokers for new and renewal accounts. The role includes entering and maintaining client information across online systems, helping set up accounts, supporting quote and policy processes, managing account updates, and organizing information and communications for renewals. The role is not commission-based and does not involve cold calling.

Requirements

Strong desire to learn and grow an insurance career.
Excellent computer skills, including proficiency with Microsoft 365, with an emphasis on Excel spreadsheets.

Nice To Haves

Insurance experience.

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 and ensure 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, including document revisions and 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.