Description
Job Summary
The Associate Broker's main responsibilities include:
- Support Broker and Client Executive with providing day-to-day client service
- Support Broker with negotiation and placement of policies
- Review quotes and negotiate with underwriters over coverage enhancements
- Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports
- Assist with Insurance M&A Due Diligence
- Assist with program analysis for potential clients
- Assist with contract review of insurance requirements
- Develop and maintain relationships with underwriters and key client contacts
- Update Agency system (Sagitta) with policy information
- Coordinate and review billing, invoice materials, and premium finance agreements
- Assist with policy workflow process to make sure policies are sent out to clients according to agency standards
- Serve as primary backup when Broker is out of the office
To succeed, the Associate Broker will need to be a highly motivated individual willing to work hard with good time management and critical thinking skills as well as excellent written and oral communication capabilities.
Required Experience
- Bachelor's degree required, preferably in an insurance-related field
- Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
- Knowledge of agency management system is a plus; Sagitta and ImageRight preferable
- Commercial property and casualty experience; 5+ years preferable
- Licensed property/casualty insurance agent/broker license
Job Accountability Measures
- Internal and external customer satisfaction
- Adherence to established procedures
- Timing and quality of service
- Technical accuracy; attention to detail
- Positive professional attitude; leadership; team work
- Proactive problem-solving
- Effective communication
- Personal development
- Avoidance of errors and omissions
- Meet or exceed agreed-upon goals
WHY JOIN US?
15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
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