Associate Broker
Core
Ensuring quality and efficiency in brokerage operations, securing optimal pricing for clients, and resolving errors in insurance policies.
Role type
Associate Broker (Insurance)
Builds
Insurance policies and quotes for clients
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Quality control, error resolution, risk analysis, quote generation, client service, negotiation, policy documentation, network development
Preferred skills
CPCU designation, CISR certification, Business Administration degree
Technologies
Insurance policy management systems, underwriting platforms
Responsibilities
Scrutinize active and expired policies for accuracy and adherence to policies; Draft error-free submissions to communicate coverage terms with underwriters; Review, analyze, and underwrite risks and rates submissions for new and renewal business; Issue quotes and binders to process new business; Negotiate pricing and coverage terms with underwriters; Communicate corrections and clarifications in policy documents to clients and underwriters; Develop a robust network of industry contacts to grow the sales pipeline.
Seniority
Entry-level to Mid-level, individual contributor