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Broker Assistant
Broker AssistantCriterion Executive Search, Inc. • Manhattan, NY, US
Broker Assistant

Broker Assistant

Criterion Executive Search, Inc. • Manhattan, NY, US
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Broker Assistant – E&S Wholesale Brokerage | Manhattan | NYC

Top E&S wholesale brokerage is seeking a Broker Assistant to join our growing team in Manhattan. This is a hybrid role with 3 days per week in the office, supporting their brokers with day-to-day processing and policy administration.

Key Responsibilities :

  • Process binders, endorsements, policies, certificates, and other policy documentation with accuracy and efficiency.
  • Assist brokers with quote preparation, submission follow-up, and carrier communications.
  • Handle policy servicing responsibilities throughout the policy term, including renewals and cancellations.
  • Coordinate with retail agents, carriers, and internal teams to ensure smooth transactions and excellent service.
  • Maintain organized files and ensure compliance with underwriting and documentation requirements.
  • Support brokers with administrative tasks and special projects as needed.

Qualifications & Skills :

  • 2-3 years of insurance experience (wholesale brokerage preferred; carrier or retail agency experience also considered).
  • Strong understanding of E&S or commercial lines products and processes.
  • Excellent organizational skills with keen attention to detail.
  • Strong communication skills and ability to multitask in a fast-paced environment.
  • Proficiency in Microsoft Office and insurance management systems.
  • What We Offer :

  • Competitive salary : $80,000 - $100,000 (based on experience)
  • Hybrid work schedule (3 days in office)
  • Excellent benefits package
  • Opportunity to grow with a leading E&S wholesaler
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