Associate Broker

THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME.

Under the direction of the Manager Brokers Assistants assigned Lead Broker(s) and other assigned supervisors perform a variety of responsible duties related to the solicitation and placement of insurance policies for Wholesure sub-producers. This is an hourly non-exempt position consisting of administrative duties specifically related to holding a property and casualty license.

Essential Duties and Responsibilities

Take direction from Manager Brokers Assistants and assist designated Lead Broker(s) in all aspects

Take direction from Manager Brokers Assistants and back-up other Brokers Assistants

Take direction from Manager Brokers Assistants and support Sr. Brokers Assistants as needed

Assist customers (retail agencies) in handling of questions or problems

Log in quote submissions

Track submissions sent to broker markets

Track submissions sent to binding market Underwriter

Send out correspondence such as confirmation of receipt of risk finance letters etc.

Issue quote letters and or binder letters as required

Set and handle suspenses for required requested items policies etc.

Ensure compliance with all binding market rules

Discuss problems or potential problems with company underwriters verbally or via email

Compile all required documentation for the Policy Issuance Department for binding authority business

Compile all required documentation for SLA filings on individual risks

Send and request notice of cancellations on specific policies

Order and review inspections

Control audit endorsements including payments final dates for returning them to the insurance company for direct collection

Perform other related duties as assigned

Education and/or Experience

Required: High school diploma Wholesale experience preferred.

Preferred: Two or more years of college.

Preferred: Two years of college and completion of some insurance courses including but not limited to INS 21 CISR AU CIC

Technology Skills

Proficiency in Microsoft Office 365 applications (Word Excel PowerPoint Outlook)

Previous knowledge of Microsoft Teams and Agency Management Systems

Other Qualifications

Able to work independently and enjoy a high degree of interaction with team members

Ability to contribute to a collaborative environment by consistently demonstrating teamwork high motivation positive behavior and effort to achieve goals and objectives

Self-motivated and driven

Fast but accurate worker with a high attention to detail

Maintain a sense of urgency and ability to work with and meet deadlines

Demonstrate effective written and verbal communication including the ability actively listen and problem solve with minimal assistance

Demonstrates excellent time management and prioritization skills

Attention to detail and commitment to a high level of accuracy

The ability to multitask prioritize work independently and use discretion surrounding sensitive information

Ability to maintain a professional demeanor and positive attitude

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High finger dexterity while typing documents and forms

Occasionally lift up to 25lbs

Sitting for extended periods of time

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work can be a combination of in office hybrid and/or remote. When on-site work is done in a temperature-controlled non-smoking office

The noise level in the work environment is typically moderate

We offer a competitive salary and a comprehensive benefits package which includes: Medical Prescription Dental Vision Paid Time Off and 401k plan

Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.

Why Join Us:

At Acrisure were building more than a business were building a community where people can grow thrive and make an impact. Our benefits are designed to support every dimension of your life from your health and finances to your family and future.

Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks including:

• Physical Wellness: Comprehensive medical insurance dental insurance and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race color religion sex national origin disability or protected veteran status. Applicants may request reasonable accommodation by contacting .

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome your new opportunity awaits you.