Position Summary: The AB primarily assists the broker team by marketing basic submissions/accounts, servicing active and expired policy files, and meeting the day-to-day needs of retail clients; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: - 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. Starting to develop skills in marketing/handling complex accounts/situations with assistance from senior members of the team.
- Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations with minimal input from the Broker and other senior members of the team.
- 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.
- Maintain and enhance relationships with carriers, including some in-person contact, typically accompanied by your broker or senior team members.
Other Responsibilities: - Provide training and ongoing guidance to Production Assistants and/or Production Associates, 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.
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