Sr. Associate Broker - Wholesale Insurance Brokerage - Casualty

Sr. Associate Broker - Wholesale Insurance Brokerage - Casualty

Position Summary:

The SAB primarily assists the broker team by marketing both basic and complex submissions/accounts, servicing active and expired policy files, and meeting day-to-day needs of retail clients; all in accordance with established Brown & Riding values, goals, and procedures.

• Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team for all basic accounts and the majority of complex accounts/situations.
• Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations.
• Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to the client.
• Gather and develop complete loss summaries and analysis, as needed.
• Prepare high-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form.
• Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter.
• Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee.
• Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards.
• Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records.
• Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations.
• Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact.

• Provide training and ongoing guidance to Production Assistants, Production Associates, and/or Associate Brokers, supporting their professional growth and development.
• Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
• Perform other work-related duties as assigned by broker and/or management.
• Maintain and enhance relationships with retail clients, including some in-person contact, typically accompanied by your broker or senior team members.

• Minimum 3 to 8 years of relevant insurance experience.
• Property & Casualty and Surplus Lines Licenses (as required by state).
• Exceptional organizational, follow-up, communication, and interpersonal skills.
• Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
• Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
• Strong negotiation skills with the ability to influence and persuade stakeholders at all levels.
• Able to effectively interact with and adapt to diverse personality and communication styles.
• Flexibility in work schedule and ability to adapt to changing demands of the position.
• Independently manages time to get the job done with minimal supervision.
• Intermediate skill level in PC software (Word, Excel and other software, as required).

• Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
• Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
• Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.
• Some travel outside of the normal daily commute may be required, such as…