Brokerage Account Associate

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

📋 Description

• Assist in the brokerage process by enhancing communication between agents and carriers.

• Gather data, evaluate submissions, and generate quotes.

• Work in tandem with agency partners.

• Aid in the management of the brokerage portfolio by addressing inquiries and meeting requests.

• Support Account Executives by reviewing retail-agent submissions to identify available carriers and coverage options.

• Compile data, quotes, underwriting criteria, and reports utilizing carrier and internal management systems.

• Collect underwriting information for carriers, partners, and agencies in line with established guidelines and standards.

• Assist with policy renewals, which includes reviewing existing policies, preparing renewal quotes, and communicating renewal alternatives and changes.

• Keep accurate records of client and brokerage activities, as well as current documentation.

• Act as a point of contact for agents and carriers, resolve inquiries and issues, and escalate matters as needed.

• Develop a deep understanding of insurance solutions across product lines, industry segments, and business types.

• Keep track of relevant industry and market trends that influence underwriting guidelines, pricing, and premiums.

⛳️ Requirements

• At least one year of experience in commercial lines underwriting or brokerage, or an equivalent combination of education and experience.

• Bachelor’s degree in Risk Management, Agriculture, Business, or a related field (an Associate’s Degree is required).

• Proficient in Microsoft Office applications, particularly Word and Excel.

• Experience with various carrier quoting and management systems, especially Vertafore (AIM; ImageRight), is highly preferred.

• This position is not eligible for work authorization sponsorship; applicants needing sponsorship now or in the future will not be considered.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and certifications.

• Flexible work hours and supportive work environment.