Associate Broker

Heffernan Insurance Brokers•Walnut Creek, CA

1d•Hybrid

About The Position

TRIOS, a wholly owned subsidiary of Heffernan Group (HG), is seeking an insurance professional to join its full-service digital wholesale team. This role is ideal for individuals looking to grow into business development and relationship management, while also deepening their technical coverage knowledge. The ideal candidate will have prior experience in cyber brokering or underwriting.

Requirements

High School graduate/GED required
An active P&C insurance license is required
Minimum three (3) years working experience in an Underwriting, Account Management/Assistant, or related position
Adaptable, self-starter, with experienced decision-making skills
Effective communication and collaboration skills, both written and oral
Problem-solving, analytical, and marketing skills required
Must be organized and able to manage time effectively
Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint
Professional demeanor and behavior. Embody the Heffernan Habits
Flexibility to work in a dynamic and changing start-up environment

Nice To Haves

Some experience in cyber brokering or underwriting

Responsibilities

Sales support for Producer and/or Vertical Director
Develop and grow strong relationships with agencies/producers/account managers
Assist with account-level new business growth and renewal strategies, driving transactional business flow through the Marketplace platform
Serve as a technical resource for agency partners on form language and comparing coverage for Specialty lines of business
Autonomously handle complex accounts as well as transactional account flow
Account support for Producer and/or Vertical Director
Create demand for and marketing of new business to carrier partners through superior responsiveness and service
Serve as key contact, working with underwriting partners to meet the retail agent's client's line of business and coverage needs
Coordinate all aspects of the renewal marketing process with the client and provide program structure, review, and analysis
Manage account services, coordinate, and direct the activities
Prepare summaries to be transmitted with quotes. Quotes to be analyzed and transmitted, per company guidelines and servicing standards
Expand existing accounts by negotiating new coverages
Timely response to emails/phone calls from retail agents
Work with Service Team staff to ensure timely processing of account administration activities and requests
Prepare account proposals for presentation when needed
Thorough documentation is required on each account, with proper E&O procedures strictly followed
Other duties and special technical projects, as assigned
Ability to handle complex accounts as well as transactional flow