Associate (Environmental and Energy) Broker
Core
Review insurance submissions and applications to evaluate, qualify, and market individuals and groups for insurance, specifically in environmental and energy sectors.
Role type
Associate Broker (Environmental and Energy)
Builds
Insurance policies and risk placements for retail agency customers
Domain
Insurance brokerage (Environmental liability, General casualty, Construction, Professional liability)
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Risk assessment, Application review, Quote and binder issuance, State filings, Carrier relationship management, Market development, Training junior staff
Preferred skills
Excess and surplus lines underwriting experience, Familiarity with ISO manuals and rating plans, CIC/CRIS/CPCU candidate status
Technologies
MS Office Suite
Responsibilities
Examine application forms, inspection reports, and loss runs to assess risk factors; Review company records to determine insurance in force and evaluate potential losses; Broker risks by ensuring documentation completion, obtaining quotes, issuing policies, and making state filings; Secure payments on bound risks; Develop and maintain carrier and brokerage relationships; Market and meet with retail agency customers to cultivate relationships; Train and guide processors and assistants.
Seniority
Associate (Entry-level to Mid-level IC)