Brown & Riding
Brown & Riding

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... Brown & Riding values, goals, and procedures. Essential Functions: * Meet quality measurement goals and procedures by following Quality Management System (QMS) standards. * Follow up for ...

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Sr. Associate Broker - Wholesale Insurance Brokerage - Casualty

Brown & Riding Insurance Services, Inc

Los Angeles, CA

Full-time

Posted 9 days ago


Job description

Position Summary:

The SAB primarily assists the broker team by marketing both basic and complex submissions/accounts, servicing active and expired policy files, and meeting day-to-day needs of retail clients; all in accordance with established Brown & Riding values, goals, and procedures.

Essential Functions:

  • Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team for all basic accounts and the majority of complex accounts/situations.
  • Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations.
  • Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to the client.
  • Gather and develop complete loss summaries and analysis, as needed.
  • Prepare high-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form.
  • Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter.
  • Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee.
  • Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards.
  • Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records.
  • Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations.
  • Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact.

    Other Responsibilities:

  • Provide training and ongoing guidance to Production Assistants, Production Associates, and/or Associate Brokers, supporting their professional growth and development.
  • Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
  • Perform other work-related duties as assigned by broker and/or management.
  • Maintain and enhance relationships with retail clients, including some in-person contact, typically accompanied by your broker or senior team members.