Broker Assistant/ CSR

South Bay Search

Broker Assistant/ CSR

Irvine, CA
Full Time
Paid
  • Responsibilities

    Are you a driven, ambitious professional looking to launch a career in commercial insurance? This is an opportunity to join a fast-paced wholesale brokerage team and learn the business from the ground up.

    About the Role:

    • The Associate Broker will play a key support role in a high-performing brokerage team. You’ll assist senior and inside brokers with day-to-day servicing, policy processing, and account management. Over time, you’ll gain hands-on exposure to carrier relationships, submission building, and marketing across a broad range of E&S (Excess & Surplus) accounts.

     

    What You’ll Do:

    • Support brokers with policy issuance, documentation, and processing.

    • Manage renewals, endorsements, and client servicing tasks.

    • Learn how to build submissions and market accounts to carriers.

    • Gain exposure to all facets of wholesale brokerage operations.


    Who You Are:

    • Motivated, dependable, and eager to learn  no insurance experience required.

    • Background in sales, customer service, or office administration is a plus.

    • Thrives in an in-office environment and enjoys being part of a collaborative, team-based culture.

    • Strong attention to detail, communication skills, and work ethic.

    • Ambitious and ready to grow within a dynamic organization.