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.
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