Associate Broker - Marine Cargo

WTW•San Francisco, CA

4d•$85,000 - $125,000•Hybrid

About The Position

The Associate Broker (Marine Cargo Broker Trainee) supports senior brokers with team organization and daily operations, client and insurance-market communications, document preparation, compliance assistance, systems data entry, data analysis, and other support tasks. The role also maintains a book of smaller accounts and directly brokers those accounts with insurance markets. The position assists with servicing larger, complex accounts and provides direct broking and placement services for smaller accounts. Responsibilities include preparing policies and endorsements, carrier submissions, quote comparisons, compliance documentation, RFP responses, meetings, account invoicing support, and account and expiration-list maintenance. The Associate Broker also learns and uses WTW systems, including ECLIPSE and RADAR, manages policy records and placement documentation in ECLIPSE, and maintains client and prospect lists in the CRM. The role is based in WTW’s hybrid working approach, with remote, in-person, and in-office interactions depending on the needs of the team, role, and clients. The position offers a base salary of $85,000–$125,000 per year and eligibility for an annual short-term incentive bonus.

Requirements

High school diploma required.
1–2 years of broking experience.
Knowledge of Microsoft Office Suite, including PowerPoint, Word, Excel, and Outlook.
Obtain a broker’s license within the first three months of employment if not already licensed.
Excellent interpersonal, verbal, and written communication skills.
Strong problem-solving and analytical abilities.
Exceptional time-management and organizational skills, including the ability to manage multiple priorities and meet tight deadlines.
Ability to work independently and collaboratively in a team environment.
Strong attention to detail and commitment to high-quality work.
Strong research and information-gathering skills.
Understanding of placement processes and workflows.
Customer-service orientation, sound prioritization skills, and commitment to continuous learning and professional development.
Proficiency in using approved AI-enabled and digital tools to improve productivity, workflow efficiency, knowledge sharing, and client outcomes.
Sound judgment in evaluating AI-generated outputs for accuracy, relevance, compliance, and business impact.
Understanding of Responsible AI principles, including data privacy, information security, transparency, risk management, and ethical AI use.
Commitment to continuous learning, emerging technologies, and AI adoption initiatives.

Nice To Haves

College degree preferred.

Responsibilities

Support senior brokers with team organization, daily operations, client and insurance-market communications, document preparation, compliance assistance, systems data entry, data analysis, and other support tasks.
Maintain a book of smaller accounts and directly broker them with insurance markets.
Assist with day-to-day servicing of larger, complex accounts and provide direct broking and placement services for smaller accounts.
Issue policies and endorsements.
Assist in preparing submissions for insurance carriers.
Assist with quote comparison spreadsheets.
Issue compliance documentation.
Assist with and coordinate responses to RFPs.
Organize internal, prospect, and client meetings.
Support invoicing of Cargo accounts and follow up on invoicing and accounting inquiries.
Maintain an updated account list and review and manage the policy expiration list.
Learn and use WTW software and systems, including ECLIPSE and RADAR.
Add and renew policy records in ECLIPSE and upload required placement documentation.
Maintain client and prospect lists in the CRM across large-market, middle-market, and industry focus areas.

Benefits

Medical insurance, including prescription coverage
Dental insurance
Vision insurance
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident coverage
Group Critical Illness coverage
Life insurance
AD&D coverage
Group Legal benefits
Identity Theft Protection
Wellbeing Program
Work/Life Resources, including Employee Assistance Program
Paid holidays
Annual paid time off, including paid state/local leave where required
Short-term disability
Long-term disability
Other leaves, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave
Contributory Pension Plan
401(k) Savings Plan
Annual short-term incentive bonus