Sr. Associate Broker

Essential Responsibilities

• Receive, triage, and process new business submissions and remarket assignments, ensuring each file meets market-ready standards before approaching carriers.
• Prepare complete, accurate, and professional submissions; approach appropriate carriers for quotes in accordance with established routing rules and market preferences.
• Solicit timely responses from underwriters, negotiate pricing and terms within defined guardrails, and communicate quote details clearly and promptly to the RSMs and retail clients.
• Manage the placement process through to bind, including preparation of binders, checklists, and all required marketing file documentation.
• Execute remarket & renewal assignments, maintaining continuity and file integrity throughout the process.

File Quality & Compliance

• Maintain high standards of accuracy across all file documentation, including quotes, binders, endorsements, and correspondence.
• Identify and correct inconsistencies or errors in submissions and policy documents; promptly clarify discrepancies with the retail client or underwriter.
• Follow internal Quality Management System (QMS) standards and ensure all transactions comply with regulatory requirements and company policies.
• Maintain accurate and organized records of all account activity within the agency management system.

Throughput & SLA Management

• Manage an active WIP queue, prioritizing accounts to meet pod-level turnaround and cycle-time SLAs.
• Provide regular status updates to the President of Wholesale on quote progress, pending items, and any accounts at risk of missing SLA targets.
• Flag incomplete files and escalate when missing information is blocking market-ready status.

Carrier & Market Relationships

• Develop and maintain working relationships with carrier underwriters and market desks relevant to the pod's book.
• Stay current on carrier appetites, market conditions, and product changes to support efficient and accurate placement decisions.

Team Collaboration

• Coordinate with Brokerage Ops / Service Specialists on document processing, policy issuance, and servicing transactions.
• Provide guidance and support to Junior Brokers on intake, triage, and market-ready preparation as the pod scales.
• Participate in pod-level workflow reviews and contribute to continuous improvement of placement processes.