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Virtual Broker Assistant Jobs in Wisconsin (NOW HIRING)

Phoenix Investors

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Insurance Risk Manager

Milwaukee, WI · On-site

Build and maintain key business relationships by phone, email, virtual meetings, and in person ... * Assist the internal team, adjusters, and broker resources with questions related to the ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Research investment solutions and assist senior advisors with portfolio-related analysis and tasks ... Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion ...

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Virtual Broker Assistant information

What are Virtual Broker Assistants?

Virtual Broker Assistants are remote professionals who provide administrative and operational support to brokers, typically in real estate, insurance, or finance. They handle tasks such as scheduling appointments, managing client communications, preparing documents, data entry, and assisting with transaction coordination. By working remotely, they help brokers streamline their workflow, improve productivity, and focus on high-value activities like client relationships and sales. Many Virtual Broker Assistants use specialized software to manage tasks and ensure compliance with industry regulations.

What are the key skills and qualifications needed to thrive as a Virtual Broker Assistant, and why are they important?

To thrive as a Virtual Broker Assistant, you need strong organizational skills, attention to detail, and knowledge of brokerage operations, often supported by experience in real estate or finance. Familiarity with CRM software, online document management systems, and e-signature platforms is typically required. Excellent communication, time management, and problem-solving abilities help you stand out in this role. These skills ensure efficient support for brokers, seamless client interactions, and accurate transaction processing in a fast-paced, remote environment.

What is the difference between Virtual Broker Assistant vs Virtual Real Estate Assistant?

AspectVirtual Broker AssistantVirtual Real Estate Assistant
CredentialsReal estate license (optional), administrative skillsReal estate license (often required), administrative skills
Work EnvironmentSupports brokers, operates remotely, real estate industrySupports agents or brokers, operates remotely, real estate industry
Employer & IndustryReal estate brokerages, agenciesReal estate agencies, brokerages
Common Search & ComparisonOften compared for real estate support rolesRelated but more agent-focused

The Virtual Broker Assistant and Virtual Real Estate Assistant roles both support real estate professionals remotely, often requiring similar skills and industry knowledge. The main difference lies in the scope: Virtual Broker Assistants typically work directly with brokers and may handle more administrative and operational tasks, while Virtual Real Estate Assistants often support individual agents with client management and marketing. Both roles are essential in the real estate industry and share overlapping credentials and work environments.

How does a Virtual Broker Assistant typically collaborate with licensed brokers and clients in a remote setting?

As a Virtual Broker Assistant, you will regularly communicate with licensed brokers and clients through email, phone, and virtual meeting platforms to coordinate transactions, manage documentation, and schedule appointments. You'll often be responsible for maintaining organized digital records and ensuring that all compliance requirements are met. Collaboration is highly digital, requiring strong organization skills and prompt responsiveness to support brokers and ensure smooth client experiences, even when working remotely.
What are popular job titles related to Virtual Broker Assistant jobs in Wisconsin? For Virtual Broker Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Virtual Broker Assistant jobs in Wisconsin look for? The top searched job categories for Virtual Broker Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Virtual Broker Assistant jobs? Cities in Wisconsin with the most Virtual Broker Assistant job openings:
Virtual Broker Assistant jobs near you
Insurance Risk Manager

Insurance Risk Manager

Timothy Jon & Associates

Milwaukee, WI • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 2 days ago

Job description

A national commercial real estate firm based in Milwaukee, WI, is seeking an experienced Insurance Risk Manager to join its team. In this role, you will support enterprise-wide risk management and insurance programs by providing high-level expertise across a broad range of coverages. The position requires managing a complex, fast-paced insurance program and serving as a key liaison between internal stakeholders and external insurance brokerage partners to deliver best-in-class insurance solutions across multiple business units.
This role involves exercising independent judgment to analyze operations and contractual obligations in the context of insurance solutions to mitigate risk. You will coordinate risk management due diligence for new locations, projects, and business ventures, lead initiatives to enhance safety and risk control programs, and maintain strong relationships within the insurance marketplace, including carriers and brokers.
Key Responsibilities:
  • Build and maintain strong business relationships through phone, email, virtual meetings, and in-person interactions
  • Support leadership and operations teams with day-to-day insurance and risk management activities
  • Partner with insurance brokers to execute business priorities and risk-related deliverables
  • Coordinate internal and external risk management processes, ensuring accuracy, timeliness, and professionalism
  • Lead the annual insurance renewal process in collaboration with leadership and brokers, including preparation of underwriting information and carrier engagement
  • Drive improvements across insurance renewals, compliance, loss control, and overall risk management initiatives
  • Collaborate cross-functionally with finance, operations, legal, and other departments to achieve organizational objectives
  • Assist internal teams, adjusters, and brokers with insurance program administration, billing, claims management, and issue resolution
  • Perform additional duties as assigned by leadership

Required Qualifications:
  • Bachelor's degree or equivalent combination of education and experience
  • 5+ years of relevant experience in risk management and insurance
  • Strong relationship management and communication skills, with the ability to work effectively with brokers, carriers, and internal stakeholders
  • Proficiency in Microsoft Office Suite or similar tools
  • Willingness and ability to travel domestically and internationally

Preferred Qualifications:
  • Advanced degree in a related field
  • Professional insurance designations (CPCU, ARM, AIC, etc.)
  • Experience managing complex property insurance programs across U.S., London, and Bermuda markets, including layered program structures
  • Experience investigating complex or fatal liability claims
  • Familiarity with Risk Management Information Systems (RMIS), such as Origami
  • 10+ years of experience leading cross-functional teams
  • Captive insurance management experience (831(b) and 831(a))
  • Multiline and multistate claims investigation and documentation experience
  • Experience resolving large property loss claims, including negotiating advances
  • Experience implementing nationwide loss control programs in a remote environment
  • Knowledge of executive liability lines (Cyber, D&O, Crime, etc.)
  • Understanding of trust structures and related risk strategies
  • Strong training, development, and presentation skills
  • Experience in the retail insurance brokerage marketplace
  • Insurance modeling experience
  • Personal lines experience
  • Experience securing coverage for coastal properties (e.g., Florida, California)
  • Advanced database and spreadsheet skills
  • Experience working with public adjusters and negotiating recovery terms
  • Audit experience, including driver safety reporting systems such as Samba Safety
  • Ability to manage multi-state insurance broker teams

Compensation & Benefits:
  • Paid training, holidays, and vacation
  • Company-sponsored 401(k)
  • Comprehensive benefits package, including medical, dental, and life insurance
  • Additional company perks and wellness offerings

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