Associate Broker – Small Business Unit
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Job Description
Associate Broker supporting small-business environmental insurance accounts at wholesale insurer. Managing retention, renewals, policy service, and agent relationships remotely from Wisconsin.
Responsibilities:
- Support retention and growth of the Small Business Unit
- Work with insurance agents nationally to retain clients and deliver exceptional service
- Explain policy coverage, advantages, and disadvantages
- Address inquiries about coverage, policy changes, claims support, and billing clarifications
- Support and lead the service team to meet yearly and monthly production goals
- Maintain accurate activity records in the management database system
- Establish payment arrangements and assist with premium collection
- Review policies and quotes for accuracy before sending them to insurance agents
- Manage retention of existing and new business using spreadsheets, company databases, and communication tools
- Provide backup support including data entry, marketing, and quality control
- Remain available remotely during non-scheduled hours for urgent emails and business calls
- Maintain compliance with Quality Control guidelines
- Liaise between carriers, clients, agents, and business partners to facilitate new business, renewals, and ongoing account service
Requirements:
- Active state insurance license
- High School Diploma or equivalent
- Two (2) or more years of successful commercial property & casualty insurance experience
- Experience with EPIC, Salesforce, or equivalent management systems
- Highly proficient in Microsoft Office Suite (Word, Excel, Outlook) and Adobe
- Strong customer service and relationship management skills
- Preferred: insurance designations such as CPCU, ARM, or CIC
- Preferred: Associate’s or Bachelor’s degree in Business, Finance, or a related discipline
- Preferred: experience in environmental insurance or wholesale brokerage
- Typically no personal or rental vehicle required for business purposes
Benefits:
- Medical/Rx insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
- Professional growth tools, resources, and mentorship
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