Associate Broker - Small Business Unit (SBU)
Core
Support the retention and growth of the Small Business Unit by working with insurance agents nationwide to deliver customer service, maintain client relationships, and provide technical expertise in environmental insurance.
Role type
Associate Broker (Small Business Unit)
Builds
New business opportunities, renewals, and ongoing account service for retail partners.
Domain
Insurance (Commercial Property & Casualty, Environmental Liability)
Deliverable
client delivery
Required skills
Commercial property & casualty insurance experience, environmental insurance knowledge, policy review and quoting, customer service, database management, premium collection, Microsoft Office Suite, Adobe
Preferred skills
CPCU, ARM, CIC designations, Bachelor's degree in Business/Finance, wholesale brokerage experience
Technologies
EPIC, Salesforce, Microsoft Office Suite, Adobe
Responsibilities
Work with insurance agents to retain clients and deliver service; provide customer service regarding coverage, claims, and billing; support the service team to meet production goals; maintain accurate records in management databases; establish payment arrangements and assist with premium collection; review policies and quotes for accuracy; manage retention using databases and communication tools; provide backup support for data entry, marketing, and quality control; maintain compliance with Quality Control guidelines.