Associate Broker Jobs

About The Position

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.
• Demonstrated customer-service orientation, sound prioritization skills, and commitment to continuous learning and professional development.
• Demonstrated 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

• Assist with day-to-day servicing of larger, complex accounts and directly broker and place smaller accounts.
• Issue policies and endorsements.
• Assist in preparing submissions for insurance carriers.
• Prepare comparative quote 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.
• Review and manage the policy expiration list.
• Learn and use WTW software and systems, including ECLIPSE and RADAR.
• Add or 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.
• Communicate with clients and insurance markets and assist with compliance, systems data entry, data analysis, and other support tasks.

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 and Group Critical Illness coverage
• Life insurance
• AD&D coverage
• Group Legal
• Identity Theft Protection
• Wellbeing Program and Work/Life Resources, including Employee Assistance Program
• Paid holidays
• Annual paid time off, including required state and local paid leave
• Short-Term Disability
• Long-Term Disability
• Other leaves, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave
• Washington State paid time off
• Contributory Pension Plan
• 401(k) Savings Plan
• Annual short-term incentive bonus