Job Description

Associate Broker

Job Summary

An established agency is seeking a dedicated Associate Broker to join their team. Key responsibilities include reviewing incoming new & renewal submissions, marketing, and issuing endorsements, binders, and certifications. The ideal candidate will have previous experience working with Excess & Surplus lines business, and possess strong organizational and communication skills.

Responsibilities

• Assist brokers in managing and servicing accounts, including handling policy renewals and processing endorsements.
• Prepare, submit, and follow up on insurance quotes and submissions to clients and carriers.
• Maintain accurate client information, policy details, and digital filing systems.
• Coordinate with underwriters and carriers to negotiate terms, gather necessary information, and document loss runs.
• Prepare proposals, presentations, and documentation for client accounts, ensuring timely and accurate processing.
• Provide administrative support, including scheduling, correspondence management, and responding to client inquiries.
• Stay updated on industry trends, policy changes, and regulatory updates to uphold compliance with company standards.
• Collaborate effectively with team members to achieve common goals in servicing client needs and supporting brokers and underwriters with administrative tasks.

Qualifications/Requirements

• Strong understanding of insurance policies, coverages, and regulations.
• Excellent communication skills, both verbal and written.
• Detail-oriented with strong organizational and multitasking abilities.
• Ability to work effectively in a team environment and independently when necessary.

• Holds an active Property and Casualty (P&C) Insurance License.

• 1+ year of prior Wholesale experience is required.

• Preferred Agency Management System Experience: AIM
• 3+ years of relevant insurance industry experience preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $70k-$85k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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