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Apprentice Broker Jobs in Texas (NOW HIRING)

The Production Apprentice primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established ...

Transwestern is a vertically integrated commercial real estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property ...

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Apprentice Broker information

What are the typical responsibilities of an apprentice broker?

During the first year, Apprentice Brokers often focus on supporting senior brokers by conducting market research, assisting with client communications, preparing documentation, and managing databases. They may also shadow experienced brokers to learn negotiation techniques and industry regulations. This hands-on experience helps them build foundational skills, understand client needs, and gradually take on more direct responsibilities under supervision. The role often involves balancing administrative tasks with developing client-facing skills, setting the stage for future advancement within the brokerage firm.

What are the key skills and qualifications needed to thrive as an apprentice broker?

To thrive as an Apprentice Broker, you need a strong grasp of financial markets, analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with trading platforms, financial modeling tools, and regulatory compliance systems is valuable, and pursuing industry certifications such as FINRA Series 7 can be advantageous. Excellent communication, resilience under pressure, and a willingness to learn quickly are standout soft skills in this role. These abilities are critical for building client trust, accurately executing trades, and succeeding in the competitive, fast-paced brokerage environment.

What is the difference between Apprentice Broker vs Insurance Agent?

AspectApprentice BrokerInsurance Agent
Required CredentialsTypically needs a license and apprenticeship trainingRequires a license, often with ongoing education
Work EnvironmentMentored, learning sales and policy detailsCustomer-facing, selling insurance policies
Employer & Industry UsageInsurance broker firms, agenciesInsurance companies, agencies
Common Search & ComparisonApprentice Broker vs Insurance Agent

While both roles involve working with insurance products, an Apprentice Broker is in training to become a licensed broker, focusing on learning the industry and client needs. An Insurance Agent typically sells policies directly to clients and may have more sales responsibilities. The apprentice role is more educational, whereas the agent role is more client-facing and sales-oriented.

What is an apprentice broker?

Apprentice brokers are individuals who are training under the supervision of a licensed broker to learn the skills and knowledge necessary to become a fully qualified broker themselves. They typically assist with client communications, paperwork, research, and basic transactions while gaining hands-on experience in the industry. Apprentice brokers are often required to complete certain education and licensing requirements before advancing to a full broker role. This position provides valuable on-the-job training and mentorship for those new to the brokerage field.

What are the most commonly searched types of Broker jobs in Texas?

The most popular types of Broker jobs in Texas are:

What cities in Texas are hiring for Apprentice Broker jobs?

Cities in Texas with the most Apprentice Broker job openings:

Infographic showing various Apprentice Broker job openings in Texas as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, 1% Contract, and 1% Nights. Highlights an 99% Physical, and 1% Remote job distribution.

Full-time

Posted 7 days ago


Job description

Position Summary:

The Production Apprentice primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.

Essential Functions:

  • Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
  • Follow up for subjectivities and any other post-binding requirements issued by the carrier.
  • Ensure agency management files are fully documented as required by the company?s QMS procedures.
  • Relay requests for additional information from a licensed team member to a retailer.
  • Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
  • When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
  • Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
  • Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
  • Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
  • Relay a retailer?s written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc?d on the request to the market/carrier.
  • Relay a retailer?s written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc?d on the request to the market/carrier.
  • Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
  • At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders ? a licensed team member must be included (Cc?d) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
  • Transmit policies issued by markets/carriers to retailers.
  • Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer ? a licensed team member must be included (Cc?d) when sending endorsements to retailer.
  • Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
  • Ensure Surplus Line documents are submitted correctly and on time.

Other Responsibilities:

  • Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
  • Open, distribute, scan, and file mail, as needed.
  • Assist Accounting with reconciling account specific billing questions or discrepancies.
  • Perform other work-related duties as assigned by broker and/or management.
  • Complete educational courses and designations required by your program such as Intro to Insurance, All About Risk and Professional Risk Consultant.