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The primary function of this role is to support the clerical and administrative processes for the Broker’s book of business across both new business and renewal activities. This position thrives in a collaborative, team‑oriented environment and requires strong communication skills, attention to detail, and a client‑focused mindset. The ideal candidate is organized, eager to learn new systems and processes, and committed to building professional, trust‑based relationships. A willingness to ask questions, actively listen, and continuously learn is essential to success in this role.
Job Responsibility:
Complete and file documentation required for risk acceptance determination
Verify complete and proper coding
Service the designated book of business as it relates to administration
including by not limited to, handling invoices and setting up files
Confirm appropriate filings in accordance with applicable regulations
Maintain compliance with Quality Control guidelines
Perform other duties as assigned
Requirements:
One-year related experience and/or training
or equivalent combination of education and experience
Proficient with MS Office
Exceptional telephone demeanor
Exceptional and professional written communication skills
Ability to maintain a high level of confidentiality
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts