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Broker Assistant Jobs in Rochester, NY (NOW HIRING)

InsCipher

Tax Associate

Rochester, NY · On-site

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Reconcile filings with InsCipher Connect platform and state transaction reports * Assist in ...

InsCipher

Tax Associate

Geneseo, NY · On-site

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Reconcile filings with InsCipher Connect platform and state transaction reports * Assist in ...

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Broker Assistant information

See Rochester, NY salary details

$14

$25

$53

How much do broker assistant jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for broker assistant in Rochester, NY is $25.43, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $25.38 per hour, depending on experience, location, and employer.

What are the daily responsibilities of a broker assistant?

As a Broker Assistant, your daily responsibilities often include organizing and preparing documents, scheduling client meetings, managing communications, and maintaining records. You may also assist in researching market trends, processing transactions, and ensuring compliance with regulatory requirements. Your role is vital in supporting brokers by handling administrative tasks, allowing them to focus on client relationships and deal negotiations. Effective communication and attention to detail are key to ensuring that transactions proceed smoothly and efficiently.

What is a broker assistant?

A broker assistant works for a brokerage house and performs support functions. Job duties often include handling petty cash accounts, keeping records for hedge funds, and taking care of office supplies. Their goal is to identify inconsistencies or missing information, so they may have responsibilities related to entering and analyzing data in the company’s computer systems. A broker assistant may be required to answer client questions, handle billing, and create company communications.

What skills and qualifications are needed to be a broker assistant?

To thrive as a Broker Assistant, you need strong organizational skills, attention to detail, and a basic understanding of financial products or real estate processes, often supported by a relevant associate’s or bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and document management systems is commonly required. Excellent communication, multitasking ability, and professionalism help Broker Assistants build strong client relationships and support brokers effectively. These skills are crucial for ensuring smooth transaction processes, accurate record-keeping, and high-quality client service in a fast-paced environment.

What is the difference between Broker Assistant vs Insurance Agent?

AspectBroker AssistantInsurance Agent
Required CredentialsTypically high school diploma; some roles may require licensing or certificationsLicensing required in most states; insurance license necessary
Work EnvironmentOffice setting, supporting brokers in administrative tasksOffice or field, selling insurance policies directly to clients
Employer & Industry UsageInsurance brokerages, financial firmsInsurance companies, independent agencies
Common Search & ComparisonOften compared for administrative roles in insuranceSales and client interaction focus

The main difference is that a Broker Assistant primarily provides administrative support within insurance brokerages, while an Insurance Agent actively sells policies and interacts directly with clients. Both roles may require licensing, but their core responsibilities and work environments differ significantly.

More about Broker Assistant jobs
What are the most commonly searched types of Broker jobs in Rochester, NY? The most popular types of Broker jobs in Rochester, NY are:
What are popular job titles related to Broker Assistant jobs in Rochester, NY? For Broker Assistant jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Broker Assistant jobs in Rochester, NY look for? The top searched job categories for Broker Assistant jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Broker Assistant jobs? Cities near Rochester, NY with the most Broker Assistant job openings:
Broker Assistant jobs near you

Account Associate- Commercial Insurance- Remote

Insurance Office of America

Canandaigua, NY

$45K - $61K/yr

Full-time

Medical, Retirement

Re-posted 3 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 304 rated insurance

Job description

Description

Job Description:

Title: Account Associate - Commercial Lines 

Work Mode: Remote, with appropriate licensing. (Eastern and Central Time Zones Only)  | Location/Supporting: Longwood, FL | Book Focus: General, Construction, Hospitality

 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 

 
About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. 

 
Key Responsibilities: 

  • Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. 

  • Office Support: Assist with general office tasks and administration. 

  • Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. 

  • Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. 

  • Data Management: Maintain accurate and up-to-date data in agency systems. 

  • Activity Monitoring: Ensure timely completion of tasks and activities. 

  • Communication: Keep the account team informed of workload status and any issues. 

  • Service Excellence: Provide proactive and responsive service. 

  • Performance Monitoring: Ensure productivity and quality standards are met. 

  • Promote Culture: Participate in team building and promote a positive work environment. 

  • Continuous Improvement: Seek and adopt best practices. 

  • Compliance: Stay updated on company policies and procedures. 

  • Professional Development: Enhance technical skills and industry knowledge. 

  • Relationship Building: Foster positive relationships with colleagues and leadership. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

  • 2+ years of industry experience, OR 5+ years of related experience in customer service 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active licensing 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communications. multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is 40-60K annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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