Production Associate - Wholesale Insurance Brokerage - Casualty jobs in United States
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Brown & Riding · 19 hours ago

Production Associate - Wholesale Insurance Brokerage - Casualty

Brown & Riding is a wholesale insurance brokerage seeking a Production Associate to assist the broker team. The role involves marketing basic submissions, managing client expectations, and ensuring compliance with regulatory requirements while maintaining accurate records.

Insurance
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Growth Opportunities
Hiring Manager
Narine Gulesserian, SHRM-CP
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Responsibilities

Manage the marketing of basic accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team for the majority of accounts
Collaborate with the Broker and other senior members of the team to 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 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
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
Follow up for subjectivities and any other post-binding requirements issued by the carrier
Ensure agency management files are fully documented as required by the company’s QMS procedures
Produce and email renewal letters requesting completed applications for insurance coverage
Assist with setup of market submissions by compiling information and applications provided by the retailer
Relay a retailer’s written bind request to a market/carrier
Relay a retailer’s written endorsement request to a market/carrier
Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal)
Process and release of Confirmation of Coverages after receiving market/carrier binders – a licensed team member must be included (Cc’d) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member
Transmit policies issued by markets/carriers to retailers
Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer
Manage and maintain follow up tasks (pending Items that we are waiting for from retailers. and carriers), including following up on items and escalating unresolved when appropriate
Ensure Surplus Line documents are submitted correctly and on time
Starting to develop skills in marketing/handling complex accounts/situations with significant assistance from senior members of the team
Provide training and ongoing guidance to Production Assistants, supporting their professional growth and development
Open mail, office filing and mailing billings, as needed
Assist with accounting reconciliation projects
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
Pursue educational opportunities to expand insurance knowledge

Qualification

Property & Casualty LicenseSurplus Lines LicenseInsurance experienceAnalytical skillsPC software proficiencyNegotiation skillsOrganizational skillsCommunication skillsInterpersonal skillsProblem-solving skillsFlexibility

Required

Minimum 1 to 3 years of relevant insurance experience
Property & Casualty and Surplus Lines Licenses (as required by state)
Foundational understanding of basic P&C insurance products, including coverage types and standard exclusions
Strong organizational, follow-up, communication, and interpersonal skills
Strong analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently
Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others
Basic negotiation skills developing the ability to influence and persuade stakeholders
Able to effectively interact with and adapt to diverse personality and communication styles
Flexibility in work schedule and ability to adapt to changing demands of the position
Independently manages time to get the job done with minimal supervision
Intermediate skill level in PC software (Word, Excel and other software, as required)

Company

Brown & Riding

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Brown & Riding is the largest wholesale insurance brokerages in the United States.

Funding

Current Stage
Growth Stage

Leadership Team

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Harold Nam
Chief Financial Officer
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Mike Boseman, MBA, CIC, CRM, AU
Chief Operating Officer
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Company data provided by crunchbase