Associate Broker - Wholesale Brokerage - Management Liability
Brown & Riding Insurance Services, Inc
Tampa, FL 33607
Job details
Job Type
Full-time
Full Job Description Position Summary :
The Associate Broker position serves as a ?bridge? between the Production Assistant, Production Associate and the Broker role within the company. The AB may possess many of the same skills, knowledge and experience as the Broker. The AB may serve in a mentor/student relationship with one or more Brokers, allowing the AB to develop skills and relationships in a working environment without being subjected to production pressures.
The AB assists the Broker or Practice Group Leader in meeting the day-to-day functions by marketing new and renewal business to underwriters, servicing active and expired policy files, and developing and fostering profitable relationships with clients, in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
• Meet quality measurement goals by delivering high quality service in marketing new and renewal business to underwriters . Through the submission process, help the Broker meet and exceed client expectations by clearly defining and managing client coverage goals, priorities, and overall expectations. Frequently update the client on marketing progress, as directed by the Broker (utilizing the online marketing link, if available). Gather and develop complete loss summariesand analysis, as needed. Prepare high quality, error free submissions, and provide effective verbal and written presentations to underwriters. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists and other marketing file documentation. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify same with the client and/or underwriter. Assist Broker in soliciting timely and substantive responses to submissions and effectively negotiate pricing and terms with most underwriters.
• Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Oversee all ongoing file activity including assuring overall quality, timeliness, and accuracy of policies, endorsements, and all other active and expired file correspondence and documentation. Accurately communicate coverage terms and all other information between clients and underwriters. Above all, ensure that the policy delivered to client is what was promised by Brown & Riding.
• Initiate, maintain, and enhance relationships with retailers and carriers, including some social contact
Other Responsibilities :
• Coach and mentor Production Assistant and/or Production Associate by providing ongoing guidance
• Perform other work-related duties as assigned
• Work closely with Production Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
Education, Experience and Skills Required:
• Six months - 3 years insurance experience
• Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position
• Exceptional organization, follow-up, communication, and interpersonal skills
• Possess an intuitive and proactive approach to business problems and solutions
• Exhibit good listening skills and a willingness to help and support others
• Advanced skill level in PC software (Word, Excel and other software, as required)
• Ability to be flexible in work schedule as needed
• Manage time to get the job done with minimal supervision
• Excellent communication skills – both verbal and written
• Able to interact with a variety of personality styles
• Has appropriate insurance license as determined by individual state requirements