Associate Broker

Description

The Associate Broker (Marine Cargo Broker Trainee) supports a team of senior brokers by assisting with organization, daily operations, communication with clients and insurance markets, document creation for use with clients and insurance markets, assistance with compliance, systems data entry, data analysis and other support tasks as required. It also requires that the chose candidate maintain a book of smaller accounts that they will directly broke with the insurance markets.

The Associate Broker (Marine Cargo Broker Trainee) supports a team of senior brokers by assisting with organization, daily operations, communication with clients and insurance markets, document creation for use with clients and insurance markets, assistance with compliance, systems data entry, data analysis and other support tasks as required. It also requires that the chose candidate maintain a book of smaller accounts that they will directly broke with the insurance markets.

Note:

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

• Assists the team to provide day-to-day servicing of larger, complex accounts and direct broking/placement service on smaller accounts, duties include but are not limited to:
• Issuance of policies and endorsements
• Assist in formulating submissions for insurance carriers
• Assist with quote comparative spreadsheets
• Issuance of compliance documentation
• Assist and coordinate responses to RFP's
• Organize internal, prospect and client meetings
• Support invoicing of Cargo accounts
• Follow up on invoicing and accounting inquiries
• Maintain updated account list
• Review and manage policy expiration list.
• Learn and utilize WTW software and systems – ECLIPSE, RADAR
• Add/renew policy record in ECLIPSE; upload required documentation throughout placement
• Maintain client and prospect lists within CRM in large market, middle market and industry focus areas

• High school diploma required. College degree preferred
• 1-2 years broking experience
• Knowledge of Microsoft Office Suite, including PowerPoint, Word, Excel and Outlook
• Obtain a broker’s license in the first 3 months of employment, if a broker’s license is not currently held.
• Excellent interpersonal, verbal, and written communication skills
• Strong problem-solving and analytical abilities
• Exceptional time management and organizational skills, with a proven ability to manage multiple priorities and meet tight deadlines
• Ability to work both independently and collaboratively in a team environment
• Strong attention to detail and commitment to delivering high-quality work
• Strong research and information-gathering skills
• Understanding of placement processes and workflows
• Demonstrated customer service orientation, sound prioritization skills, and a commitment to continuous learning and professional development
• Demonstrated proficiency in leveraging approved AI-enabled and digital tools to improve productivity, workflow efficiency, knowledge sharing, and client outcomes.
• Sound judgment in evaluating AI-generated outputs for accuracy, relevance, compliance, and business impact.
• Understanding of Responsible AI principles, including data privacy, information security, transparency, risk management, and ethical AI use.
• Commitment to continuous learning, emerging technologies, and AI adoption initiatives.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please…