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Broker’s Assistant

By Kayla Kelly

January 31, 2020


Role and Responsibilities:

  • Assist with marketing new and renewal business
  • Prepare renewal request information
  • Input policy information into a management system database
  • Handling ongoing servicing issues such as requesting policy information, checking policies for accuracy, enrollments, terminations, COBRA, preparing ID Cards and account summaries
  • Run reports and Assist with preparation for client meetings
  • Keep current on rates, forms, and coverage changes
  • Participate in seminars and classes for skill and knowledge development
  • Create and or configure custom employee communications, including employee summary of benefit forms, open enrollment guides, new hire guides and enrollment forms
  • Scan all documents, correspondence, policy forms, etc. into server and attach to appropriate client file
  • Other duties as assigned.

Qualifications and Education Requirements:

  • Two (2) years’ experience in employee benefits agency or broker desired
  • CEBS designation
  • Demonstrate a thorough understanding of agency service operations
  • Demonstrate a working knowledge & proficiency with MS Word, Excel
  • OR: Any equivalent combination of experience and training which provides the required knowledge, skills and abilities
  • Experience with ADP, Kronos, Employee Navigator

Preferred Skills:

  • Ability to develop proactive working relationships with both internal and external clients
  • Ability to communicate effectively both written and verbal
  • Excellent organizational skills, including ability to prioritize and multi-task effectively
  • Detail-oriented
  • Ability to work under pressure and meet rigorous deadlines
  • Ability to configure Electronic Benefit Plans

Job Type: Full-time

Additional Compensation:

  • Bonuses

Work Location:

  • One location
  • On the road


  • Health insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan
  • Paid time off
  • Parental leave
  • Professional development assistance


  • Team Lead

This Company Describes Its Culture as:

  • Detail-oriented — quality and precision-focused
  • Innovative — innovative and risk-taking
  • Aggressive — competitive and growth-oriented
  • Outcome-oriented — results-focused with strong performance culture
  • Stable — traditional, stable, strong processes
  • People-oriented — supportive and fairness-focused
  • Team-oriented — cooperative and collaborative


  • Monday to Friday
  • Day shift

Apply here