Senior Associate Broker

Acrisure • Stockton, CA

8d

About The Position

The Senior Associate Broker supports the placement, servicing, and growth of Professional Liability insurance programs for complex clients. This role partners closely with senior brokers to manage client relationships, develop market strategies, analyze coverage needs, and negotiate with carriers. The position requires strong technical expertise, market knowledge, and the ability to manage multiple accounts while delivering high-quality client service.

Requirements

• Bachelor’s degree or equivalent experience preferred.
• 4–7+ years of experience in commercial insurance, with a focus on Professional Liability lines.
• Strong understanding of Professional Liability coverage forms and marketplace.
• Active insurance license required (or ability to obtain within required timeframe).
• Strong analytical and organizational skills with attention to detail.
• Ability to manage multiple accounts and deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to work collaboratively with clients, carriers, and internal teams.
• Proficiency in Microsoft Office and agency management systems.
• Professional demeanor with a client-focused mindset.

Nice To Haves

• Experience working in a brokerage or agency environment preferred.

Responsibilities

• Support senior brokers in servicing a portfolio of Professional Liability clients, including but not limited to E&O, D&O, EPL, Fiduciary, Cyber, and Miscellaneous Professional Liability.
• Act as a day-to-day contact for assigned accounts, responding to client inquiries and coordinating service needs.
• Assist with onboarding new clients, renewals, endorsements, and mid-term coverage changes.
• Prepare and review client deliverables including proposals, coverage summaries, binders, certificates, and policy documents.
• Analyze client exposures and insurance requirements to help develop appropriate coverage structures.
• Prepare submissions and marketing materials for carriers.
• Coordinate the marketing of accounts to insurers and assist in negotiating terms, conditions, and pricing.
• Maintain strong working relationships with underwriters and carrier partners.
• Track market trends, coverage developments, and underwriting appetite in Professional Liability lines.
• Review policies and endorsements for accuracy, coverage intent, and compliance with negotiated terms.
• Identify coverage gaps, exclusions, or issues and escalate to senior brokers as needed.
• Assist with claims reporting and coordination with carriers and claims advocates.
• Support compliance with internal procedures, regulatory requirements, and E&O risk management standards.
• Assist senior brokers with prospect research, pitch materials, and client presentations.
• Participate in cross-selling and upselling initiatives within the firm.
• Contribute to retention strategies and client relationship management efforts.

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• 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: Mid Level
• Number of Employees: 5,001-10,000 employees