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About the Role

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.

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

Requirements

High school diploma or equivalent is typically required.
Experience within insurance, account servicing, or administrative support roles preferred
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.

Skills

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

Location

1st Shift (United States of America)

Work Type

Regular

Experience Level

Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership

Education Level

High school diploma or equivalent

Salary/Compensations

$52,000 - $65,000

Benefits

Medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs, including company holidays, vacation and sick days, new parent leave
Restricted stock units and/or a deferred compensation plan may be available for eligible positions

About the Company

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

Equal Opportunity

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