Commercial Lines Associate Broker II

About the role

The Commercial Associate Broker II supports the broking team, contributes to strategic recommendations, and develops risk financing and risk transfer solutions.

Responsibilities

• Participate in the analysis of clients' or prospects' existing programs and ensure requirements are met.
• Review current policies and formulate recommendations for customized risk solutions.
• Effectively negotiate with insurance carriers to drive financial and non-financial outcomes that support organic revenue development and retention.
• Seize upon opportunities to creatively upsell and cross-sell, leading to greater client product density and expanded account margin.
• Ensure placements are handled according to NFP's service model standards and timelines.
• Support the team in developing client/prospect diagnostics – working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement.
• Aid in timely production of required documentation and follow-up, ensuring timely flow of materials.
• Assist team members with proposal development for existing and prospective clients.
• Review binders and policies to ensure terms and conditions are accurately reflected.
• Attend client meetings with team; leading to refined and enhanced client communication and presentation skills.
• Present to local account executives, participate in RFPs, occasional client meetings and conference calls.
• Support the deployment of data and analytics to provide program insights for clients and the broking team.
• Cultivate a thorough understanding of markets to better assist the broking team.
• Execute on NFP's broking strategies, including strategic carriers, panels, and preferred wholesaler utilization.
• Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers.
• Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion.

Requirements

Strong written and verbal communication skills, solid negotiation skills, strong attention to detail, strong organizational skills, self-motivation, positive attitude, sense of urgency, detail-oriented with strong analytical skills, experience with Microsoft Office Suite, P&C License required or obtained within 90 days of employment, advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus.

Qualifications

Bachelor’s degree or equivalent required, working knowledge of carrier underwriting practices and processes preferred.

Skills

Strong written and verbal communication skills, solid negotiation skills, strong attention to detail, strong organizational skills, self-motivation, positive attitude, sense of urgency, detail-oriented with strong analytical skills, experience with Microsoft Office Suite, P&C License required or obtained within 90 days of employment, advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus.

Benefits

Competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.