Everest

Global Broker Analyst

Everest

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $88,000 - $125,000 per year

Job Level

Mid-LevelSenior

About the role

  • Support global broker team operations and strengthen broker relationships
  • Own quarterly reporting and create executive-level presentations
  • Coordinate high-level broker and carrier meetings and manage meeting materials
  • Maintain internal information and support core financial workflows
  • Manage Microsoft Teams channel and collaboration materials
  • Track invoices, broker payment records, service agreements, and incentive compensation arrangements
  • Collect and analyze broker survey data and report broker sentiment
  • Coordinate bi-weekly carrier relationship meetings and capture follow-up actions

Requirements

  • Bachelor’s degree or equivalent work experience
  • Experience within the insurance industry
  • Minimum 3 years of experience in an administrative, project coordination, or business operations role—preferably within a global or broker-focused team
  • Underwriting or underwriting support experience a plus
  • High proficiency in Microsoft Office (Word, Excel, PowerPoint), Power BI and Microsoft Teams
  • Outstanding organizational, written, and verbal communication skills
  • Proven ability to manage multiple priorities in a dynamic, fast-paced environment
  • Experience with CRM tools or document management systems a plus
  • Familiarity with brokerage, insurance, or professional services industries is highly desirable