Brokerage Operations Associate

Vouch Recruitment

. Deliver timely, consistent responses to client and internal/external stakeholder inquiries .

Posted 10/3/2026full-timeUnited StatesJuniorMid-Level💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in policy servicing and maintenance within the insurance industry, with a strong focus on client communication, operational efficiency, and problem-solving. Proficient in managing high volumes of requests while ensuring accuracy and compliance in documentation.

Highest-signal resume keywords

Property & Casualty Insurance LicenseCustomer Service ExperiencePolicy Servicing ManagementSalesforce ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy MaintenanceBilling Inquiries ManagementOperational ImprovementsCertificate of Insurance SupportSurplus Lines Filings

Soft Skills

Strong Communication SkillsOrganizational SkillsProblem-SolvingDependabilityAction-Oriented

Tools & Technologies

SalesforceVeruna

Certifications & Qualifications

Active Property & Casualty Insurance License

Industry Keywords

InsuranceBrokerage WorkflowsClient SupportHigh-Growth EnvironmentsFast-Paced Environment

About the role

Key responsibilities & impact

Deliver timely, consistent responses to client and internal/external stakeholder inquiries
Maintain and update policy data and documentation within the AMS and CRM, ensuring accuracy and completeness
Manage specialty policy servicing requests, including binding, cancellations, endorsements, billing inquiries, surplus lines filings, and other policy maintenance activities
Support certificate of insurance requests, partnering closely with Brokerage Ops Associate Support Representatives
Partner with brokers, carriers, wholesalers, and internal teams to support policy servicing and maintenance
Coordinate with clients and billing partners to resolve billing-related matters
Identify opportunities to add value for brokers through proactive follow-ups and operational improvements
Assist in documenting and refining day-to-day processes to improve operational efficiency
Support clients across brokerage workflows from initial sale through binding, billing, and renewals
Support post-bind service requests and ongoing policy maintenance

Requirements

What you’ll need

2+ years of experience in a fast-paced, customer service-oriented environment
1+ year of experience in an insurance-related role
Active Property & Casualty Insurance License
Strong communication and organizational skills
Exceptional attention to detail
Driven by problem-solving and continuous improvement
Dependable, positive, and action-oriented with strong follow-through
Comfortable operating in ambiguity and maintaining composure in complex situations
Independent problem-solver who knows when to seek guidance
Ability to prioritize and manage high volumes of requests
Prior experience working with Salesforce and/or Veruna (nice to have)
Exposure to and passion for early-stage startups and/or high-growth environments (nice to have)

Benefits

Comp & perks

Competitive compensation and equity packages
Health, dental, and vision insurance
Parental leave
Flexible vacation time
Wellness allowance
Technology allowance
Company-sponsored personal and professional development
L&D: Partnerships with Ethena and monthly Lunch & Learns
Wellbeing: access to many wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+, etc.
Caregiver Support: company seed into the dependent care FSA and company sponsored Care.com membership
Regular performance reviews, goal setting and check-ins, development discussions, and promotion opportunities
Stock options included in compensation packages
Overtime eligibility for hours worked over 40 in a week