Middle Market Associate Broker

About the role

The Associate Broker is responsible for preparing and submitting business to our carrier partners, following-up for quotes, and for providing analytics for key accounts. In addition to assisting with placement activity, responsibilities will include coordinating deadlines for internal /external colleagues and clients. This individual will utilize their expertise to help enhance results for the team. If you’re looking to join a growing organization with unlimited growth potential, this may be the perfect opportunity for you!

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Responsibilities

• Gather information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market.
• With support of more experienced brokers, develop client and prospect presentations to secure new, and build on existing, relationships.
• Research market solutions to learn how to identify and develop optimum risk solutions for clients.
• Ensure that quality and compliance procedures and processes are adhered to.
• Execute straightforward new business placement, renewals and simple alterations of existing cover, under supervision.
• Record and maintain all information accurately on the appropriate systems.
• Work closely with associates from other departments that support the broking process (e.g., analytics).
• Build technical skills by satisfactorily completing basic and intermediate training courses as required.
• Prepare draft submission documents and finalize submissions for delivery.
• Review quotes against specifications and develop side-by side comparisons.
• Prepare program proposals.
• Review program binders for accuracy against quotes and complete file reviews.

Requirements

• High School Diploma required; Bachelor’s Degree preferred
• Property and Casualty license required within 6 months