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Brokerage Assistant
About Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Duncan Advisor Resources is a leading financial services enterprise dedicated to providing top-notch support and resources to financial professionals across the United States. With a commitment to integrity and excellence, we empower our advisors to flourish in an ever-evolving industry and regulatory landscape. In partnership with Cambridge Investment Research, our goal is to empower independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Brokerage Assistant
Position Summary:
The primary function of this role is to provide high-level service and support to retail clients and insurance agents for life insurance policy servicing needs. As a key member of the Brokerage General Agency (BGA) team, this role ensures the efficient handling of in-force policy owner service requests while also supporting operational activities across both retail and wholesale financial services business lines. Reporting to the BGA Operations Manager, the Brokerage Assistant plays a critical role in maintaining strong relationships with producers and carriers and ensuring the smooth coordination of service initiatives.
Key Responsibilities:
Client and Agent Support
- Collaborate with members of the Life Brokerage team to provide outstanding service to insurance agents, financial advisors, and their clients
- Serve as the primary contact for all policy owner service-related inquiries and requests, conducting regular follow-ups on inquiries and consistently communicating with agents and advisors
- Process and deliver all policy owner service correspondence received by the Brokerage General Agency, both via mail and email, in a timely manner
- Develop and maintain productive relationships with producers and carrier service teams to facilitate positive outcomes for clients
- Ensure confidentiality and accuracy in all client communications and policy servicing
Operational Support
- Coordinate and track service activities related to policy maintenance and updates
- Support retail and wholesale initiatives by ensuring alignment with internal processes and business goals
- Cross-train in areas such as case management, commissions, contracting, and underwriting to support team versatility and department coverage
- Perform other duties as assigned by the BGA Operations Manager
Qualifications:
- Associate or Bachelor’s degree in a related field preferred
- Minimum of 2 years of experience in a customer service-related position, preferably within the insurance or financial services industries
- Must hold or be willing to obtain a Pennsylvania Life & Health Insurance license within 6 months of hire
- Proficient in MS Office Suite and comfortable with cloud-based platforms
- Ability to learn and adapt to new technologies and systems quickly
- Exceptional verbal and written communication skills
- Strong problem-solving and critical thinking abilities
- Detail-oriented with a high level of accuracy in documentation and data entry
- Excellent time management and organizational skills
- Commitment to providing exceptional customer service
- Professional demeanor and ability to maintain confidentiality of consumer and business information
- Ability to pass a criminal background check, as permitted by law
Hours: Monday – Friday, 8:30am-5:00pm
Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available)
Benefits:
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
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