Role: Brokerage Operations Associate

Priority Location: Latin America & South Africa

Working Hours: 8-5 or 9-6 EST

Type of contract: Independent Contractor

Type of job: Remote

Start date: ASAP

About the Company: A redefining commercial insurance brokerage through AI-powered risk management built for fast-growing, modern businesses. By combining elite risk advisors with proprietary technology, they help category-leading companies manage complex insurance needs with greater speed, automation, and visibility.

About the Role: We’re looking for a Brokerage Operations Associate who thrives on precision and tech-driven efficiency. If you’re the person who sees the "big picture" but never misses the "fine print," you belong here. You won't just be managing accounts; you’ll be the backbone of our client experience.

Key Responsibilities:

Service and support all existing client accounts across the brokerage
Prepare and issue Certificates of Insurance (COIs)
Create and maintain client accounts in internal systems
Assist with insurance applications and submission preparation
Request and manage loss runs from carriers
Prepare Statements of Values (SOVs)
Accurately perform data entry across web-based insurance platforms and CRMs
Manage shared email inboxes and ensure timely responses and task routing
Assist with quoting, binding, and policy processing
Support billing processes with both clients and insurance carriers
Organize and track outstanding documentation, subjectivities, and compliance requirements
Maintain accurate and up-to-date client and policy records
Operate efficiently within a tech-enabled workflow and adopt new systems quickly

Qualifications:

2 - 6 years’ experience, prior experience in the insurance industry (agency, brokerage, or carrier preferred)
Strong understanding of insurance terminology and processes
Experience using insurance management systems or CRMs
High attention to detail and commitment to accuracy
Ability to manage multiple tasks across various accounts simultaneously
Strong written communication skills
Comfortable working in a structured, tech-driven environment
Proactive, reliable, and self-motivated
Eagerness to learn and grow within the insurance industry
Strong work ethic and accountability in a remote setting

Brokerage Operations Associate - 60524922972