Associate Broker

Acrisure • Saint Petersburg, FL

1d • Hybrid

About The Position

THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER, THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME. Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisors perform a variety of responsible duties related to the solicitation and placement of insurance policies for Wholesure sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license. Essential Duties and Responsibilities · Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects · Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants · Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed · Assist customers (retail agencies) in handling of questions or problems · Log in quote submissions · Track submissions sent to broker markets · Track submissions sent to binding market Underwriter · Send out correspondence, such as confirmation of receipt of risk, finance letters, etc. · Issue quote letters and or binder letters as required · Set and handle suspense’s for required requested items, policies, etc. · Ensure compliance with all binding market rules · Discuss problems or potential problems with company underwriters, verbally or via email · Compile all required documentation for the Policy Issuance Department for binding authority business · Compile all required documentation for SLA filings on individual risks · Send and request notice of cancellations on specific policies · Order and review inspections · Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection · Perform other related duties as assigned

Requirements

• Required: High school diploma, Wholesale experience preferred.
• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)
• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Fast but accurate worker with a high attention to detail
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude
• High finger dexterity while typing documents and forms
• Occasionally lift up to 25lbs
• Sitting for extended periods of time

Nice To Haves

• Preferred: Two or more years of college.
• Preferred: Two years of college and completion of some insurance courses, including but not limited to INS 21, CISR, AU, CIC
• Previous knowledge of Microsoft Teams and Agency Management Systems

Responsibilities

• Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects
• Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants
• Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed
• Assist customers (retail agencies) in handling of questions or problems
• Log in quote submissions
• Track submissions sent to broker markets
• Track submissions sent to binding market Underwriter
• Send out correspondence, such as confirmation of receipt of risk, finance letters, etc.
• Issue quote letters and or binder letters as required
• Set and handle suspense’s for required requested items, policies, etc.
• Ensure compliance with all binding market rules
• Discuss problems or potential problems with company underwriters, verbally or via email
• Compile all required documentation for the Policy Issuance Department for binding authority business
• Compile all required documentation for SLA filings on individual risks
• Send and request notice of cancellations on specific policies
• Order and review inspections
• Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection
• Perform other related duties as assigned

Benefits

• We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off and 401k plan
• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees