Production Associate - Wholesale Insurance Brokerage - Casualty

Production Associate - Wholesale Insurance Brokerage - Casualty

Description

The PA2 spends at least 51% of their time assisting the broker team by marketing basic submissions/accounts. The remainder of their time is spent assisting the broker team in meeting the day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.

• Manage the marketing of basic accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team for the majority of accounts.
• Collaborate with the Broker and other senior members of the team to 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 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.
• 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.
• Follow up for subjectivities and any other post‑binding requirements issued by the carrier.
• Ensure agency management files are fully documented as required by the company's QMS procedures.
• Produce and email renewal letters requesting completed applications for insurance coverage.
• Assist with setup of market submissions by compiling information and applications provided by the retailer.
• Relay a retailer's written bind request to a market/carrier.
• Relay a retailer's written endorsement request to a market/carrier.
• Prepare quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal).
• Process and release confirmation of coverages after receiving market/carrier binders – a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
• Transmit policies issued by markets/carriers to retailers.
• Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer.
• Manage and maintain follow‑up tasks (pending items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved when appropriate.
• Ensure Surplus Line documents are submitted correctly and on time.

• Starting to develop skills in marketing/handling complex accounts/situations with significant assistance from senior members of the team.
• Provide training and ongoing guidance to Production Assistants, supporting their professional growth and development.
• Open mail, office filing and mailing billings, as needed.
• Assist with accounting reconciliation projects.
• 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.
• Pursue educational opportunities to expand insurance knowledge.

• Minimum 1 to 3 years of relevant insurance experience.
• Property & Casualty and Surplus Lines Licenses (as required by state).
• Foundational understanding of basic P&C insurance products,…