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SB

South Bay Search

via Indeed

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Account Assistant

Anywhere
full-time
Posted 9/7/2025
Verified Source
Key Skills:
Microsoft Word
Microsoft Excel
Microsoft Outlook
Document preparation
Administrative support
Teamwork

Compensation

Salary Range

$50K - 70K a year

Responsibilities

Support broker team with document preparation, endorsements, cover letters, and administrative tasks including filing, printing, and archiving.

Requirements

2+ years experience as technical or account assistant in wholesale/retail brokerage, strong Microsoft Office skills, ability to work remotely or hybrid, and positive teamwork attitude.

Full Description

Our top wholesale client is looking for an account assistant to support their broker team in preparing documents, endorsements, cover letters, and necessary administrative support in filing, printing, and archiving documents. Requirements: • Minimum of 2+ years of experience as a technical assistant or account assistant at a wholesale or retail brokerage. Commercial lines with a preference for financial lines business. • Able to work remotely or hybrid if preferred, at a nearby office. • Strong Microsoft systems experience; Word, Outlook, Excel. • Able to work in a fast-paced environment. • Positive, teamwork culture, and looking for a similar type of individual. Please email resume to: jguziak@sbaysearch.com Salary plus bonus.

This job posting was last updated on 9/12/2025

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