Role Overview

• Support the broker team across the full account lifecycle, including renewals, new business, and day-to-day client service
• Prepare accounts for new business and renewal processes, initiating renewal reviews to help deliver optimal coverage and support client retention
• Assist brokers with market submissions, quote cover letters, proposals, and presentations
• Review policies, endorsements, invoices, and carrier documents to ensure accuracy and compliance
• Support renewals and help generate new business through referrals
• Evaluate and help mitigate risk exposures while ensuring adherence to regulatory and internal guidelines
• Maintain accurate data and documentation within internal systems
• Generate reports and insights on account performance and portfolio trends
• Partner with internal teams (including Premium Accounting) to resolve invoicing issues and manage notices of cancellation
• Build strong relationships internally and externally, contributing to a team-oriented, high-work-ethic culture

Requirements

• Experience supporting brokers or account managers in a retail or wholesale brokerage environment
• Strong attention to detail, organization, and follow-through
• Comfortable working on multiple accounts and deadlines simultaneously
• Collaborative mindset with a willingness to roll up your sleeves
• Active Property & Casualty license or willingness to obtain their license
• 1+ year of experience in the insurance industry (P&C strongly preferred)
• Experience within the habitational vertical
• Bachelor's degree (Risk Management, Business, Sales, etc.)
• Experience with AIM, ImageRight, Microsoft Office/Outlook/Teams

Benefits

• Paid time off for company holidays
• Vacation
• Sick and personal days
• Paid parental leave
• Mental health services and more