Associate Broker

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee quality assurance for both current and expired policies, endorsements, and documentation.

• Prepare error-free submissions that effectively communicate coverage terms to underwriters under broker supervision.

• Evaluate, analyze, and underwrite risks; assess submissions for premium and terms.

• Examine exposures for both new and renewal business quotations.

• Provide quotes and binders; process new business to enhance revenue, retention, and profitability.

• Offer exceptional customer service while promoting new and renewal business to underwriters and clients.

• Negotiate pricing and coverage details with underwriters.

• Relay corrections and clarifications regarding policy documents to clients and underwriters.

• Foster collaborative relationships with clients, agents, and internal teams.

• Build a network of industry contacts to expand the sales pipeline.

• Complete required professional development, designation, and licensing programs.

⛳️ Requirements

• A bachelor's degree is required; preferred fields include Business Administration, Sales, or Risk Management.

• A minimum of 1 year of work experience in Wholesale brokerage, Commercial insurance coverages, Sales, or Underwriting is preferred.

• Relevant discipline or equivalent work experience will be considered.

• Must fulfill minimum requirements for state P&C and/or surplus line licenses.

• CPCU designation is preferred.

• CISR designation is a plus.

• A commitment to completing assigned educational courses, professional designations, and licensing programs is essential.

🏝️ Benefits

• Paid time off for company holidays, vacation, sick, and personal days.

• Paid parental leave.

• Access to mental health services.

• Bonuses available for eligible full-time positions.

• Comprehensive benefits package.

• Reasonable accommodations provided for individuals with disabilities.