About this opportunity
CRC Group lists this Broker Assistant opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Broker AssistantThe 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.KEY RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.Support the placement and servicing process by preparing submissions, endorsements, quotations, and policy documentationCoordinate account activity by managing correspondence, facilitating communication between agents, carriers, and internal teams, and ensuring timely execution of requestsManage account servicing responsibilities, including renewals, cancellations, endorsements, and policy changes while ensuring compliance with company and regulatory requirementsMaintain accurate systems, records, and documentation to support policy lifecycle management and audit readinessMonitor account activity, including billing, collections, and documentation flow, to identify and resolve potential issues proactivelyProvide high-quality service to agents, carriers, and internal stakeholders while supporting Brokers and production teams in meeting business objectivesEDUCATION AND EXPERIENCEThe requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.High school diploma or equivalent is typically required.Experience within insurance, account servicing, or administrative support roles preferredFoundational experience in policy documentation, account coordination, or customer service environmentsExperience expectations increase across the career path, with progression toward more complex account handling and workflow ownershipCERTIFICATIONS, LICENSES, REGISTRATIONSState-specific insurance license required or expected to be obtained based on role responsibilities. Additional certifications may be encouraged to support career progression.FUNCTIONAL SKILLSStrong organizational and time management skills with ability to manage multiple prioritiesAttention to detail and accuracy in documentation, policy processing, and system updatesKnowledge of insurance processes, policy structures, and servicing workflowsStrong interpersonal and communication skills with ability to interact effectively with agents, carriers, and team membersProblem-solving skills with ability to anticipate issues and support resolutionProficiency in office systems, tools, and administrative processesGeneral Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.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.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Worksite address
chicago, IL, 60606, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.