Brokerage Operations Coordinator
About The Position
The Brokerage Operations Coordinator is responsible for a self-directed professional owning and executing high-volume operational workflows that support the brokerage team. This role manages inbound operational communications, processes insurance transactions, and ensures the timely and accurate completion of submissions, endorsements, binding documentation, and follow-ups. The position is designed to reduce operational friction for brokers, allowing them to focus on client relationships and revenue-generating activities. Success in this role is measured by speed, accuracy, organization, and consistent follow-through. What will your job entail? This is a mission-critical operations role that keeps the brokerage running efficiently. By owning operational execution and inbound workflow, this position directly enables brokers to focus on relationship management and business growth.
Requirements
- At least 6 months - year+ of operations experience within an Insurance setting
- Knowledge of processing tasks such as quotes, binders, subjectivities, etc is preferred
- Takes full ownership of tasks and workflows with minimal supervision
- Highly organized and process-oriented
- Comfortable managing steady, high-volume workflows
- Strong written communication skills
- Detail-oriented with excellent follow-through
Responsibilities
- Inbound Operations & Communication Management
- Own and manage a high-volume operational inbox independently, responding to routine requests and tracking all items through completion
- Communicate professionally with brokers, carriers, and internal partners via email and other approved channels
- Escalate issues requiring broker judgment or review with clear context and supporting information
- Brokerage Processing & Execution
- Prepare and process insurance quotes, submissions, binders, endorsements, and related documentation
- Coordinate with brokers to prepare cover letters and required materials for marketing new and renewal business
- Submit information through carrier and internal systems accurately and on time
- Proactively follow up on outstanding items until resolution to ensure timely transaction completion without constant oversight
- Bind Request & Subjectivity Management
- Review bind requests to confirm all carrier subjectivities and underwriting requirements are satisfied prior to submission
- Gather, verify, and organize required documentation and confirmations needed to proceed to binding
- Coordinate with brokers, carriers, and internal teams to resolve outstanding subjectivities and complete binding requests efficiently
Benefits
- paid time off for company holidays, vacation, sick and personal days
- paid parental leave
- mental health services
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
