Associate Broker
About the role
We are seeking a motivated Associate Broker to join our growing Property team in Tampa. This role is designed for individuals looking to build a long-term career in wholesale insurance brokerage and offers a unique opportunity to learn the business from experienced industry professionals while supporting a sophisticated portfolio of commercial Property accounts. As a key member of the team, the Associate Broker will serve as the right hand to experienced Brokers, assisting with account servicing, endorsements, policy review, client solutions, carrier interactions, and new business support. Through hands-on training, structured development, and ongoing mentorship, the successful candidate will gain exposure to all aspects of the brokerage lifecycle and develop the technical, relationship management, and marketing skills needed to progress into an Inside Broker role.
Responsibilities
- Support Brokers in servicing commercial Property accounts by assisting with account management, policy administration, endorsements, renewals, and day-to-day client needs.
- Review policies, endorsements, binders, submissions, and supporting documentation to ensure accuracy, completeness, and compliance with carrier and company standards.
- Identify and resolve discrepancies in policy documentation and communicate necessary corrections to carriers, clients, and internal stakeholders.
- Assist with processing new business, renewals, endorsements, and policy changes while maintaining high service standards and operational efficiency.
- Ensure quality control across all active and expired policies, endorsements, and account documentation.
- Prepare professional, accurate, and error-free submissions that effectively communicate risk characteristics, coverage needs, and client objectives.
- Assist in marketing new and renewal business to carriers and gathering competitive coverage and pricing options.
- Develop working relationships with underwriters and carrier partners within the Property insurance marketplace.
- Participate in carrier discussions regarding pricing, coverage enhancements, and account strategy.
- Learn market trends, underwriting practices, and carrier appetites to support successful account placement.
- Deliver responsive, professional customer service to clients, carrier partners, and internal stakeholders throughout the policy lifecycle.
- Assist in developing creative insurance solutions that address client risk management needs.
- Collaborate with internal team members to ensure seamless execution of service, marketing, and placement activities.
- Build strong working relationships through consistent communication, follow-through, and a client-focused approach.
- Communicate coverage terms, policy changes, endorsements, and documentation updates clearly and professionally.
- Participate in a structured career development program designed to prepare high-performing team members for advancement into an Inside Broker role.
- Shadow and partner with experienced Brokers to gain hands-on exposure to client management, carrier negotiations, risk analysis, and account marketing strategies.
- Demonstrate increasing ownership of account servicing, marketing efforts, carrier communications, and client interactions as part of ongoing