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Insurance Broker Assistant Jobs in Rochester, NY

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Insurance Broker Assistant information

See Rochester, NY salary details

$13

$24

$51

How much do insurance broker assistant jobs pay per hour?

As of Jun 28, 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 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 may require knowledge of insurance products and attention to detail to ensure accurate policy processing.

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 does a brokerage assistant do?

A brokerage assistant supports insurance brokers by handling administrative tasks such as processing policies, managing client records, and preparing documents. They often use insurance software and communicate with clients and providers to ensure smooth operations. Strong organizational skills and knowledge of insurance procedures are important for this role.

Why do so many insurance agents quit?

Insurance broker assistants often leave the profession due to high workload, commission-based pay structures, and limited career advancement opportunities. The job can involve long hours, repetitive tasks, and pressure to meet sales targets, which can lead to burnout and turnover.

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 is the highest paid assistant job?

In the insurance industry, senior insurance broker assistants or executive assistants supporting high-level brokers tend to earn the highest salaries among assistant roles. These positions often require advanced skills, industry knowledge, and sometimes certifications, with salaries varying based on experience and location.
What are popular job titles related to Insurance Broker Assistant jobs in Rochester, NY? For Insurance Broker Assistant jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Insurance Broker Assistant jobs in Rochester, NY look for? The top searched job categories for Insurance Broker Assistant jobs in Rochester, NY are:
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
Infographic showing various Insurance Broker Assistant job openings in Rochester, NY as of June 2026, with employment types broken down into 55% Full Time, and 45% Part Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $50,437 per year, or $24.2 per hour.
Senior Account Associate- Commercial Insurance

Senior Account Associate- Commercial Insurance

Insurance Office of America

Fairport, NY

Full-time

Medical, Retirement

Posted 4 days ago

Insurance Office Of America rating

8.7

Company rating: 8.7 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

71st of 263 rated insurance

Job description

Job Description:

Title:Senior AccountAssociate- Commercial Lines
Work Mode:Remote| Location/Supporting:Longwood, FL| Book Focus:Construction, Property
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:Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.


Key Responsibilities:

  • Team Leadership:Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.

  • Policy Management:Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.

  • Task Processing:Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.

  • New and Renewal Business Support:Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

  • Contract Review:Assist in reviewing contracts to ensure propercoverages areincluded.

  • Accounts Receivable:Monitor reports andtake actionon delinquent accounts, collecting outstanding balances.

  • System Maintenance:Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

  • Activity Monitoring:Monitor and maintain activity/suspense to ensure timely completion.

  • Communication:Maintain frequent, transparent communication with the account team regarding workload status and any issues.

  • Service Excellence:Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.

  • Policy Compliance:Stay updated on company policies and procedures.

  • Continuous Improvement:Seek and adoptbestpractices to improve individual and team performance.

  • Champion IOA Values:Demonstrate integrity and leadership.

Ideal CandidateQualifications:

  • 3+ years ofcustomer service experiencein the insurance industry

  • Thorough knowledge of insurance brokerage and client needs

  • Required active licensing,professionaldesignation(CISR)preferred

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

  • Exceptional customer service, communication, 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 55-65K 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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