Broker Associate - Private Capital
About The Position
The Associate Broker supports senior brokers in the placement and servicing of commercial insurance programs with a focus on private equity-backed insurance placements. This role provides analytical, marketing, and execution support across renewals and new businesses. The Associate Broker supports senior brokers throughout the renewal lifecycle by preparing client presentations and coverage comparisons, assisting with market submissions, analyzing carrier terms, and pricing and supporting overall placement execution. This role serves as a foundational step toward a long-term career in commercial insurance brokerage and advisory leadership.
Requirements
- Early-career professionals (0–3 years) years of experience in insurance, finance, consulting, analytics, or related field
- Strong analytical and quantitative skills, with proficiency in excel and data-driven tools
- Highly organized with strong attention to detail and deadline management
- Clear, professional written and verbal communication skills
- Ability to collaborate effectively across broker, underwriting, and client service teams
- Willingness to obtain appropriate insurance licensing
- Proficient in excel and PowerPoint with the ability to produce polished, client-ready materials
- Ability to thrive in a fast-paced, deal-driven environment.
- Demonstrate a collaborative, team-first mindset-we succeed together.
Responsibilities
- Support senior brokers in structuring and placing private equity insurance programs across multiple lines of coverage
- Develop clear, professional client-facing materials, including proposals and side-by-side coverage comparisons.
- Liaise with underwriters to collect terms, negotiate coverage, and support smooth execution of placements.
- Run benchmarking, loss analysis, and data-driven tools to support renewal strategy and pricing discussions.
- Work closely with due diligence project managers and account executives to finalize client proposals and deliverables.
- Assist in preparing renewal strategy documents and proposals, including benchmarking insights and supporting analytics.
- Partner across teams to ensure exceptional client service and successful deal execution.
- Assist in running excel reports and analysis focused on carrier trends, loss ratios, and renewal metrics, and help keep account lists, submission trackers and data records up to date.
Benefits
- Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
- 401(k) retirement plan
- Flexible Paid Time Off and paid parental leave
- Life and Disability insurance
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
