Sr. Associate Broker - Wholesale Insurance Brokerage - Management Liability

Brown & Riding Insurance Services • Fort Worth, TX

111d

About The Position

The SAB primarily assists the broker team by marketing both basic and complex submissions/accounts, servicing active and expired policy files, and meeting day-to-day needs of retail clients; all in accordance with established Brown & Riding values, goals, and procedures.

Requirements

• Minimum 3 to 8 years of relevant insurance experience.
• Property & Casualty and Surplus Lines Licenses (as required by state).
• Exceptional organizational, follow-up, communication, and interpersonal skills.
• Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
• Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
• Strong negotiation skills with the ability to influence and persuade stakeholders at all levels.
• Able to effectively interact with and adapt to diverse personality and communication styles.
• Flexibility in work schedule and ability to adapt to changing demands of the position.
• Independently manages time to get the job done with minimal supervision.
• Intermediate skill level in PC software (Word, Excel and other software, as required).

Responsibilities

• Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage.
• Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations.
• Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to the client.
• Gather and develop complete loss summaries and analysis, as needed.
• Prepare high-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form.
• Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter.
• Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee.
• Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards.
• Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records.
• Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations.
• Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact.
• Provide training and ongoing guidance to Production Assistants, Production Associates, and/or Associate Brokers, supporting their professional growth and development.
• Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
• Perform other work-related duties as assigned by broker and/or management.
• Maintain and enhance relationships with retail clients, including some in-person contact, typically accompanied by your broker or senior team members.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree