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Associate Broker

Richardson, Texas | Direct Hire

Post Date: 09/29/2017 Job ID: 4640 Industry: Other Area(s)
Associate Broker Duties:
  • Maintains insurance records for accounts including compiling, calculating and managing information
  • Communicates by e-mail, telephone, and written correspondence with underwriters and producers
  • Researches and answers questions from carriers and producers
  • Obtains and distributes information from renewal lists
  • Prepares draft proposals, submissions and quotes
  • Follows up with insurance carriers and underwriters regarding the status of quotes and provides any additional information or rates as necessary
  • Edits or revises documents as requested
  • Oversees diary for receipt of insurance documents
  • Researches and answers questions regarding loss information
  • May prepare and update summaries in database as required
  • May prepare coverage confirmation for review
  • Reviews binders for accuracy and completeness
  • Participates in training of Technical Assistants
  • Sorts and distributes work assignments for Technical Assistants
  • Maintains business relationships with producers and underwriters
  • Maintains knowledge of insurance carriers and their business practices
  • Participates in continuing education to maintain license

Associate Broker requirements:
  • College Degree  
  • Five Years Brokerage or Underwriting experience required
  • Broker’ s License required
  • Developed understanding of risk selection and coverage
  • Well developed oral and written communication skills

Knowledge, Skills & Abilities:
  • Knowledge of insurance industry
  • Knowledge of computer software packages, including Word and Excel
  • Knowledge of office procedures, practices and equipment
  • Knowledge of principles and methods involved in promoting and selling services
  • Ability to read and comprehend written information
  • Ability to work accurately with lists of alpha or numeric data
  • Ability to enter, transcribe, store and maintain data electronically
  • Ability to compile, code and categorize information
  • Ability to verify and process information
  • Ability to work independently
  • Ability to work under stress or time constraints
  • Ability to multi-task
  • Customer Service skills
  • Verbal and written communication skills
  • Organization skills

Benefits include:
  • Compensation includes a salary commensurate with experience
  • Position eligible for annual bonus
  • Full benefit package including: Medical, Dental, Life, Disability and 401(k)
  • Collaborative, continuing education focused work environment
  • Opportunity for advancement
  • Opportunity for formal sales and leadership training
  • Generous Paid Time Off (PTO) with Vacation and Personal days

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