Associate Broker - Wholesale Insurance Brokerage - Casualty

Position Summary :

The Associate Broker position serves as a bridge between the Production Assistant, Production Associate and the Broker role within the company.

The AB may possess many of the same skills, knowledge and experience as the Broker. The AB may serve in a mentor / student relationship with one or more Brokers, allowing the AB to develop skills and relationships in a working environment without being subjected to production pressures.

The AB assists the Broker or Practice Group Leader in meeting the day-to-day functions by marketing new and renewal business to underwriters, servicing active and expired policy files, and developing and fostering profitable relationships with clients, in accordance with established Brown & Riding values, goals, and procedures.

Essential Functions :

Meet quality measurement goals by delivering high quality service in marketing new and renewal business to underwriters .

Through the submission process, help the Broker meet and exceed client expectations by clearly defining and managing client coverage goals, priorities, and overall expectations.

Frequently update the client on marketing progress, as directed by the Broker (utilizing the online marketing link, if available).

Gather and develop complete loss summaries and analysis, as needed. Prepare high quality, error free submissions, and provide effective verbal and written presentations to underwriters.

Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists and other marketing file documentation.

Identify and correct inconsistencies or errors in relevant documents and promptly correct / clarify same with the client and / or underwriter.

Assist Broker in soliciting timely and substantive responses to submissions and effectively negotiate pricing and terms with most underwriters.

Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Oversee all ongoing file activity including assuring overall quality, timeliness, and accuracy of policies, endorsements, and all other active and expired file correspondence and documentation.

Accurately communicate coverage terms and all other information between clients and underwriters. Above all, ensure that the policy delivered to client is what was promised by Brown & Riding.

Initiate, maintain, and enhance relationships with retailers and carriers, including some social contact

Other Responsibilities :

• Coach and mentor Production Assistant and / or Production Associate by providing ongoing guidance
• Perform other work-related duties as assigned
• Work closely with Production Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized

Education, Experience and Skills Required :

• Independently manages time to get the job done with minimal management or broker support on policy coverage or marketing strategy questions
• Obtain license as per individual state requirements 18 months - 5 years insurance experience or equivalent Risk Management degree
• Familiar with specialty coverage lines offered by their department. Strong preference for commercial property and casualty & surplus line experience
• Exceptional organizational, follow-up, communication, management, leadership and interpersonal skills
• Possess an intuitive and proactive approach to business problems and solutions
• Exhibit good listening skills and a willingness to help and support others
• Advanced skill level in PC software (Word, Excel and other software, as required)
• Ability to be flexible in work schedule as needed

Work Environment

• Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
• Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
• Working environment is generally within the confines of an office where normal climate conditions support effective job performance.

Some daily travel may include limited time spent outside in the elements as part of the normal commute.

Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum.

Protective clothing is usually not necessary to effective job performance or safety