The Associate Broker position serves as a 'bridge' between the Production Assistant, Production Associate and the Broker role within the company. The AB may possess many of the same skills, knowledge and experience as the Broker. The AB may serve in a mentor/student relationship with one or more Brokers, allowing the AB to develop skills and relationships in a working environment without being subjected to production pressures.
The AB assists the Broker or Practice Group Leader in meeting the day-to-day functions by marketing new and renewal business to underwriters, servicing active and expired policy files, and developing and fostering profitable relationships with clients, in accordance with established Brown & Riding values, goals, and procedures.
Meet quality measurement goals by delivering high quality service in marketing new and renewal business to underwriters. Through the submission process, help the Broker meet and exceed client expectations by clearly defining and managing client coverage goals, priorities, and overall expectations. Frequently update the client on marketing progress, as directed by the Broker (utilizing the online marketing link, if available). Gather and develop complete loss summariesand analysis, as needed. Prepare high quality, error free submissions, and provide effective verbal and written presentations to underwriters. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists and other marketing file documentation. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify same with the client and/or underwriter. Assist Broker in soliciting timely and substantive responses to submissions and effectively negotiate pricing and terms with most underwriters.
Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Oversee all ongoing file activity including assuring overall quality, timeliness, and accuracy of policies, endorsements, and all other active and expired file correspondence and documentation. Accurately communicate coverage terms and all other information between clients and underwriters. Above all, ensure that the policy delivered to client is what was promised by Brown & Riding.
- Initiate, maintain, and enhance relationships with retailers and carriers, including some social contact
Coach and mentor Production Assistant and/or Production Associate by providing ongoing guidance
Perform other work-related duties as assigned
- Work closely with Production Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
Education, Experience and Skills Required:
Independently manages time to get the job done with minimal management or broker support on policy coverage or marketing strategy questions
Obtain license as per individual state requirements
3 - 5 years insurance experience or equivalent Risk Management degree
Strong preference for commercial property and casualty & surplus line experience
Exceptional organizational, follow-up, communication, management, leadership and interpersonal skills
Possess an intuitive and proactive approach to business problems and solutions
Exhibit good listening skills and a willingness to help and support others
Advanced skill level in PC software (Word, Excel and other software, as required)
Ability to be flexible in work schedule as needed
- Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions
Category Insurance Location Seattle Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values.
Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people.
Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience.
Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM.