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 Brown & Riding values, goals, and procedures.

• Manage marketing of both basic and complex accounts: prepare submissions, approach carriers for quotes, negotiate coverage; require little to no support from senior team members for basic accounts and majority of complex accounts.
• Meet and exceed client expectations during the submission process by managing 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 clients.
• Gather and develop complete loss summaries and analysis as needed.
• Prepare high‑quality, error‑free submissions and present this information to underwriters verbally and in written form.
• Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify with client or underwriter.
• Ensure the quality, timeliness, and accuracy of quotes, bind, checklists, and other marketing file documentation for accounts handled or overseen.
• Meet quality measurement goals and procedures in accordance with the 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 other information between clients and underwriters, ensuring 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.
• Work closely with Broker to identify projects where skills, experience, and knowledge can be utilized effectively.
• Perform other work‑related duties assigned by broker and/or management.
• Maintain and enhance relationships with retail clients, including some in‑person contact, typically accompanied by 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 define problems, gather and interpret data, establish facts, and draw conclusions efficiently.
• Proactive problem‑solving approach and willingness to support others.
• Strong negotiation skills and ability to influence stakeholders at all levels.
• Ability to interact and adapt to diverse personalities and communication styles.
• Flexible work schedule and ability to adapt to changing demands.
• Independent time management with minimal supervision.
• Intermediate PC software skills (Word, Excel, etc.).
• Physical requirements:
  
  normal office environment; limited travel may be required.

This job description is intended to convey information essential to understanding the scope of the Senior Associate Broker role at Brown & Riding. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove duties as necessary to meet business needs.

Physical activities, vision requirements, and work environment details are included as standard employment conditions.