Insurance Operations – Broker Support Administrator

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $38.6k - $49k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Puzzle 🧩🚀

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Puzzle 🧩🚀 is a modern accounting platform designed for the AI era, providing smart accounting solutions for startups, founders, and accounting firms. It offers real-time financial insights, automatic bookkeeping, and tax compliance tools, all integrated with popular financial technologies like Stripe and Brex. Puzzle automates repetitive accounting tasks, enabling users to focus on financial planning and strategic decision-making. By supporting day-one tax compliance and offering an ecosystem of partner services, Puzzle enhances the financial management experience and supports business growth. It is particularly advantageous for startups seeking to streamline financial operations and reduce reliance on traditional software like QuickBooks.

📋 Description

• Support producers with quote requests, proposals, renewals, and collection of required information • Coordinate with General Agent partners and insurance carriers and follow up on outstanding items • Maintain producer and agency licensing records, including renewals, deadlines, and required documentation • Coordinate carrier appointments, contracting, portal access, and producer system access • Maintain accurate carrier, licensing, appointment, and commission records • Assist with commission tracking, reconciliation, reporting, and producer commission calculations using established processes • Maintain internal databases, trackers, CRM records, and electronic files • Monitor deadlines and outstanding items and provide consistent follow-up • Prepare reports, documents, and other administrative materials as needed • Follow established procedures and assist with documenting and improving administrative processes as the agency grows

🎯 Requirements

• 2+ years of administrative, operations, sales support, or similar professional experience preferred • Insurance experience preferred but not required • Strong organization and attention to detail • Proficiency with Microsoft Office, particularly Excel, Outlook, and Word • Excellent follow-through and ability to manage multiple priorities and deadlines • Technology aptitude • Strong written and verbal communication skills • Comfortable learning new systems, processes, and technology • Ability to work independently while collaborating effectively with a team • Prolonged periods of sitting at a desk and working on a computer • Must be able to move up to 15 pounds at times • Must be able to participate in video conferences and meetings