Brokerage Assistant

Brokerage Assistant Amwins - 3.4 Lafayette, CA Job Details $33.34 an hour 6 hours ago Benefits Travel reimbursement Paid holidays Health insurance Dental insurance Paid time off Adoption assistance Parental leave Vision insurance Employee discount Benefits from day one Opportunities for advancement Qualifications Microsoft Excel Administrative experience 1 year Technical Proficiency Account opening Entry level Full Job Description Amwins is the largest specialty distributor of property, casualty and professional lines of insurance products - we're ready for even the most complex placements. We are the industry leader because we hold ourselves accountable to deliver results - for our employees, our clients, our markets and our shareholders. We know people don't leave companies. They leave cultures — which is why we work so hard on ours. We've built a workplace where talent is valued, and success is celebrated. With a focus on service, to our clients as well as our communities, our culture is defined by supporting each other. In this team-driven environment, Amwins creates the perfect place for you to grow your career with built-in support and opportunity to advance your knowledge base. At Amwins, our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. We believe that by taking care of our employees, they will take care of our clients and the cycle will perpetuate. Learn more about us at amwins.com. Join our Amwins Brokerage team in Lafayette, CA as a Brokerage Assistant! This position is internally titled Technical Assistant. This position is in office. None of our positions are commission based or involve cold calling. Each Brokerage Assistant provides vital team functions: Support brokers with day-to-day administrative tasks for both new and renewal accounts Enter and update client information in multiple online systems Gather and verify client details, ensuring accuracy across records Help with account setup and ongoing servicing Set up new accounts and assist with quote and policy processes Manage updates and changes to existing accounts (such as document revisions or policy updates) Collect and organize information for account renewals (for example, requesting updated reports and preparing renewal communications for agents) We are looking for people with: 1+ years of experience Strong desire to learn and grow an insurance career Excellent computer skills including Microsoft 365 proficiency with an emphasis in Excel spreadsheets Snapshot of what Amwins provides to our valued team members: Compensation includes a salary commensurate with experience Annual bonus potential Broad benefits package available Most benefits available first day of employment Medical, Dental, Vision, Life, etc Parental Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc. Generous Paid Time Off and Company Holiday Schedule Collaborative, continuing education focused work environment Career advancement opportunities The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.