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Insurance Broker Assistant Jobs in Rochester, NY

Diedre Moire Corp.

Insurance Underwriter

Gates, NY · On-site +1

$100K - $300K/yr

... brokers and agents. • Assist with reinsurance purchases. • Audit underwriting files, analyze, and manage loss ratios to ensure profitability of book of business. • Support management with ...

Asure Software, Inc.

HR Sales Executive

Rochester, NY · On-site

$140K - $160K/yr

We assist businesses in developing their "Human Capital" to propel them to the next level, ensure ... and Insurance Brokers. * Utilize and become an expert in our sales tools, including Salesforce ...

Asure Software

HR Sales Executive

Rochester, NY · On-site

We assist businesses in developing their "Human Capital" to propel them to the next level, ensure ... and Insurance Brokers. * Utilize and become an expert in our sales tools, including Salesforce ...

Asure Software, Inc.

HR Sales Executive

Rochester, NY

$140K - $160K/yr

We assist businesses in developing their "Human Capital" to propel them to the next level, ensure ... and Insurance Brokers. * Utilize and become an expert in our sales tools, including Salesforce ...

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Insurance Broker Assistant information

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$24

$51

How much do insurance broker assistant jobs pay per hour?

As of May 30, 2026, the average hourly pay for insurance broker assistant in Rochester, NY is $24.25, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $24.18 per hour, depending on experience, location, and employer.

What does an Insurance Broker Assistant do?

An Insurance Broker Assistant supports insurance brokers by handling administrative tasks, processing policy documents, and communicating with clients and insurers. They help gather client information, prepare quotes, and ensure policies are issued and renewed on time. Their role also includes addressing customer inquiries, maintaining records, and following up on claims or policy changes. This position requires strong organizational skills, attention to detail, and knowledge of insurance processes.

What are the key skills and qualifications needed to thrive in the Insurance Broker Assistant position, and why are they important?

To thrive as an Insurance Broker Assistant, you need a solid understanding of insurance products, strong administrative skills, and often a high school diploma or relevant college coursework. Familiarity with client management systems, quoting software, and basic Microsoft Office tools is typically required, and some employers may prefer candidates with an insurance license. Exceptional attention to detail, organizational abilities, and customer service skills set top candidates apart. These skills and qualities are crucial for ensuring accurate policy processing, efficient client support, and smooth daily operations within a fast-paced insurance environment.

What are the typical daily responsibilities of an Insurance Broker Assistant?

As an Insurance Broker Assistant, your daily tasks generally include preparing insurance quotes, processing policy documents, maintaining client records, and handling correspondence with clients and insurers. You may also assist with gathering client information, resolving routine inquiries, and supporting brokers in managing renewals or new business submissions. The role often involves working closely with both brokers and underwriters, requiring strong communication and time-management skills. This support ensures clients receive timely service and brokers can focus on building relationships and securing business.

What does an insurance agent assistant do?

An insurance broker assistant supports insurance agents by handling administrative tasks such as processing policies, managing client records, scheduling appointments, and preparing documents. They often use insurance software and must have good communication skills to interact with clients and team members. The role typically requires attention to detail and knowledge of insurance products and procedures.
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What cities near Rochester, NY are hiring for Insurance Broker Assistant jobs? Cities near Rochester, NY with the most Insurance Broker Assistant job openings:
Insurance Broker Assistant jobs near you
Account Associate- Commercial Insurance- Remote

Account Associate- Commercial Insurance- Remote

Insurance Office of America

Rochester, NY

$46.90K - $63.70K/yr

Full-time

Medical, Retirement

Posted 20 days ago

Insurance Office Of America rating

8.6

Company rating: 8.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

73rd of 259 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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