Associate Broker Jobs

About The Position

Requirements

• Bachelor's degree preferred in Risk Management, Insurance, Business, Finance, Marketing, or a related field.
• 3-5+ years of experience in commercial insurance, wholesale brokerage, underwriting, account management, customer service, or a related discipline preferred.
• Interest in developing a career in brokerage, business development, and insurance sales.
• Knowledge of commercial casualty coverages, including General Liability, Auto Liability, Umbrella, and Excess Liability, is preferred.
• Strong interpersonal, communication, and organizational skills with the ability to build relationships and manage multiple priorities.

Responsibilities

• Supports the placement and servicing of new and renewal casualty business in partnership with brokers and carrier partners.
• Develops a strong understanding of clients' operations, exposures, and insurance needs to support account retention and growth.
• Coordinates the preparation and submission of marketing materials to carriers, ensuring accuracy, completeness, and timeliness.
• Reviews quotes, binders, policies, endorsements, and related documentation to ensure coverage aligns with client expectations and placement objectives.
• Serves as a day-to-day resource for clients, retail agents, and carrier partners, responding promptly to service requests and coverage inquiries.
• Builds and maintains productive relationships with underwriters, developing knowledge of carrier appetites, market conditions, and casualty products.
• Assists brokers in negotiating coverage terms, pricing, and program structures to achieve favorable outcomes for clients.
• Identifies cross-sell and account growth opportunities and partners with brokers to expand client relationships.
• Maintains quality control across assigned accounts, identifying and resolving discrepancies, coverage concerns, and documentation issues.
• Supports the renewal process by gathering client information, coordinating marketing efforts, and tracking deliverables throughout the placement lifecycle.
• Participates in client meetings, carrier meetings, and industry events to build market knowledge and professional relationships.
• Contributes to client retention, revenue growth, and business development initiatives through excellent service and proactive account management.
• Pursues ongoing professional development through licensing, designation programs, and industry education opportunities.

Benefits

• paid time off for company holidays, vacation, sick and personal days
• paid parental leave
• mental health services