Job Description

Position Summary: The Associate Broker is an entry-level role focused on supporting the Lead Broker in managing client accounts and learning the technical aspects of insurance placements. This position provides hands-on experience in market research, submission creation, and client communication, with the goal of eventually becoming a Lead Broker. The role also includes assisting in relationship-building and supporting the achievement of targeted revenue goals.

Essential Tasks:

  • Support the Lead Broker with the goal of gaining knowledge of their responsibilities and progressing toward a Lead Broker role.

  • Assist in the service and market placement of Lead Broker’s portfolio.

  • Learn the technical aspects of the account placement process, including creation of submission, evaluation of submission for exposures and required coverages, identifying missing information, market direction, pricing, contract language, follow through ...

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