Association Insurance Advisor

Higginbotham • Orlando, FL

45d • Onsite

About The Position

The Association Insurance Advisor is an embedded insurance leader operating a co-owned virtual insurance agency inside a trade association. This role serves as the on-site face of the association’s insurance solution and is responsible for association integration, member engagement, relationship credibility, growth enablement, and execution of commercial insurance placements. While this role involves placing and servicing individual commercial insurance accounts, success depends primarily on trusted presence within the association, influence with leadership, and the ability to drive member adoption of the insurance program.

Requirements

• 5-7 years of commercial insurance experience in an agency, MGA, brokerage, or carrier setting.
• 3+ years placing business with surplus lines / E&S carriers.
• Working knowledge of surplus lines compliance, stamping offices, and regulatory filings.
• Strong command of underwriting submissions, carrier appetite, and coverage analysis.
• Active General Lines or Property & Casualty License required
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Nice To Haves

• Experience with complex commercial risks — hospitality, restaurants, amusement, contractors, or similar classes preferred.
• Experience working with trade associations, affinity groups, or member-based organizations strongly preferred.
• Demonstrated ability to build credibility and trusted relationships without relying on traditional outbound sales tactics.
• Comfort interacting with boards, executive leadership, and senior stakeholders.
• Experience with Agency Management Systems (Epic and/or Symphony) and CRM platforms (HubSpot preferred)

Responsibilities

• Embedded Association Leadership Operate as the embedded insurance representative inside association headquarters, building daily credibility with association leadership, staff, and members.
• Attend and actively participate in association board meetings, executive sessions, and strategic planning discussions as the insurance subject-matter expert.
• Represent the association’s insurance solution at conferences, member meetings, and industry events.
• Member Engagement & Growth Enablement Drive adoption, engagement, and penetration of the association’s insurance offering across the member base.
• Serve as a trusted advisor to association members, balancing consultative guidance with program consistency.
• Identify opportunities to expand participation, enhance offerings, or improve the member experience.
• Operating the Insurance Business Serve as the primary insurance contact for association members, delivering consultative guidance on commercial coverage needs.
• Coordinate submissions to admitted and surplus lines markets, managing the full placement lifecycle from quote to bind.
• Drive renewal workflows, remarketing efforts, and coverage strategy aligned to member needs.
• Execution, Compliance & Program Evolution Ensure full compliance with surplus lines regulations, including affidavits, tax filings, and stamping office requirements.
• Maintain accurate, audit-ready documentation across all accounts and transactions.
• Interface with the managing agency partner on underwriting strategy and operational execution.
• Support claims coordination, reporting, and financial tracking activities.
• Serve as the primary conduit between the association and the VIA / FAM operating platform.
• Identify and help evaluate opportunities for program expansion, captive participation, or risk aggregation initiatives as the program matures.

Benefits

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed