Commercial Insurance - Associate Broker / Account Executive
Core
Associate Broker providing high-quality service, supporting policy negotiation and placement, and assisting with client submissions and program analysis for construction and design professionals.
Role type
Associate Broker (Commercial Insurance)
Builds
Commercial insurance policies and risk solutions for A/E firms and construction professionals
Domain
Insurance Brokerage / Construction & Design
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Commercial property and casualty insurance experience, policy negotiation, client relationship management, agency system proficiency, contract review, billing coordination
Preferred skills
Agency management system knowledge, insurance-related degree
Technologies
Sagitta, Microsoft Office Suite (Excel, PowerPoint, Word)
Responsibilities
Support Broker and Client Executive with day-to-day client service, Review quotes and negotiate with underwriters over coverage enhancements, Produce/assist with client submissions, proposals, and insurance summaries, Assist with Insurance M&A Due Diligence and program analysis, Update Agency system with policy information, Coordinate and review billing and premium finance agreements
Seniority
Mid-level, hands-on IC