Associate Broker
Core
Review insurance submissions and applications to evaluate, qualify, and market individuals and groups for insurance.
Role type
Associate Broker (P&C)
Builds
Insurance policies and risk placements for retail agency customers
Domain
Property & Casualty Insurance
Required skills
P&C state licensing, risk assessment, quote-to-bind management, carrier relationship management, state filings, financial controls
Preferred skills
CIC/CRIS/CPCU candidate status, excess and surplus lines underwriting experience, ISO manuals familiarity
Technologies
MS Office Suite
Responsibilities
Examine application forms and inspection reports to assess risk factors; Review company records to determine insurance in force and evaluate potential losses; Broker risks by obtaining quotes, issuing policies, and making state filings; Secure payments on risks bound or written; Develop and maintain carrier and brokerage relationships; Market and meet with retail agency customers to generate new business; Train and guide processors and assistants.
Seniority
Individual Contributor