Brokerage Assistant – Sunrise, FL
The Brokerage Assistant role at Confidential Client supports the brokerage team by reviewing insurance applications, evaluating risk, and coordinating with underwriters and carriers. This entry-level position involves clerical processing, data management, and communication tasks, providing a foundation for growth within the underwriting field. The role requires strong organizational and interpersonal skills and offers opportunities for professional development in a dynamic insurance environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
The Opportunity
Confidential Client is hiring a full-time Brokerage Assistant in Sunrise, FL. This is an entry-level role ideal for candidates who want to begin a career path toward underwriting within a fast-growing brokerage team.
Starting pay: Salary starting at $53,000 per year plus bonus opportunities. This role includes benefits (medical/dental/vision, PTO, 401(k) match) and professional growth opportunities.
What You’ll Do
- Support brokerage operations by reviewing submissions and applications
- Evaluate and collect data on risk, quotes, and rates to determine appropriate markets
- Follow up on submissions and quotes with agents, underwriters, and carriers
- Perform clerical processing: inspections, cancellations, audits, endorsements, and related paperwork
- Prepare and maintain brokerage production spreadsheets and marketing/reference tools using Excel
- Review existing brokerage files to prepare for new market placements
- Assist with new business submissions when underwriters or associate brokers are unavailable
What We’re Looking For
- Associates or Bachelor’s degree preferred but not required
- Strong customer orientation and excellent interpersonal and communication skills
- Detail-oriented with strong organizational skills and ability to multi-task
- Good time-management and prioritization skills when handling complex issues
- Proficiency with Microsoft Office (Excel required) and comfort navigating websites and databases
- Motivated, coachable, and eager to grow within the Brokerage/Underwriting path
- No prior insurance experience required — training will be provided
Benefits
- Paid Time Off and 10 paid holidays
- 401(k) with company match
- Medical, dental, and vision insurance
- Company-paid long-term disability and life insurance
- Designation reimbursement for approved industry credentials
- Bonus opportunities tied to performance
About Confidential Client
Confidential Client is a managing general agency focused on commercial property & casualty solutions. They partner with independent agents and carriers to underwrite and broker risks that don't fit standard molds. The Brokerage Assistant role supports the team that brokers accounts into appropriate markets and helps build strong agent and carrier relationships.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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