Insurance Broker

This position is focused on generating opportunities, client relationships, and brokerage placements in their area of coverage specialty. Creates relationships with existing and new brokerage carriers to negotiate terms and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking, and regular mail.

Essential Duties and Responsibilities

• Develop client relationships to generate submission opportunities and a regular flow of business.
• Review submission documents received to prepare additional information, including loss pics / summaries, loss stratifications, risk summaries, narratives, online research, and requesting additional information needed from the client.
• Select and market the risk, by line of coverage, to markets to negotiate terms & pricing.
• Provide comparisons and illustrations to compare options and support the client presentation process.
• Utilizes knowledge of automated systems to develop information for new or renewal policies.
• Prepares quotations for agents and answers inquiries from agents, policyholders, or prospects.
• Reviews requests for cancellation, endorsements, etc.
• Reviews policies for renewal consideration and remarketing.
• Request additional documentation necessary to process an application, endorsement, or cancellation.
• Conduct marketing visits to agents and attend industry events.
• Work with support associates, assistants, and central processing to ensure work is completed promptly and accurately. This may include mentorship and guidance of the team member working with you on risks.
• Performs other duties as assigned.

Qualifications / Requirements