Senior Associate Broker

Job Description

THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER, THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME.

Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisors perform a variety of responsible duties related to the solicitation and placement of insurance policies for Wholesure sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license.

Essential Duties and Responsibilities                

• Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects
• Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants
• Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed
• Assist customers (retail agencies) in handling of questions or problems
• Log in quote submissions
• Track submissions sent to broker markets
• Track submissions sent to binding market Underwriter
• Send out correspondence, such as confirmation of receipt of risk, finance letters, etc.
• Issue quote letters and or binder letters as required
• Set and handle suspense’s for required requested items, policies, etc.
• Ensure compliance with all binding market rules
• Discuss problems or potential problems with company underwriters, verbally or via email
• Compile all required documentation for the Policy Issuance Department for binding authority business
• Compile all required documentation for SLA filings on individual risks
• Send and request notice of cancellations on specific policies
• Order and review inspections
• Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection
• Perform other related duties as assigned

Education and/or Experience

• Required: High school diploma, current and active Property and Casualty Producer License. A minimum of 5 years P&C experience. Wholesale experience preferred.
• Preferred: Two or more years of college.
• Preferred: Two years of college and completion of some insurance courses, including but not limited to INS 21, CISR, AU, CIC or CPCU.
• Advanced knowledge of ISO Commercial General Liability form, preferred
• Advanced knowledge of differences in property forms between Basic, Broad and Special, preferred
• Advanced knowledge of Property/Casualty insurance industry.

Technology Skills

• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)
• Previous knowledge of Microsoft Teams and Agency Management Systems
• Knowledge of TIF documents

Other Qualifications

• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Fast but accurate worker with a high attention to detail
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High finger dexterity while typing documents and forms
• Occasionally lift up to 25lbs
• Sitting for extended periods of time

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work can be a combination of in office, hybrid and/or remote. When on-site work is done in a temperature-controlled, non-smoking office
• The noise level in the work environment is typically moderate

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off and 401k plan

Pay Details:

The base compensation range for this position is $55,000 - $95,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.