Sr. Associate Broker - Wholesale Insurance Brokerage - Casualty
On-siteDallas, Texas, United States
Job Summary
Manage marketing of basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage terms. Meet client expectations by gathering loss summaries, correcting document inconsistencies, and presenting high-quality submissions to underwriters verbally and in writing. Solicit timely responses, provide transparent updates, and independently initiate relationships with carriers through regular in-person contact. Ensure all transactions comply with regulatory requirements, maintain accurate records, and follow internal Quality Management System standards. Provide training and guidance to Production Assistants and Associates while maintaining relationships with retail clients.
Required Qualifications
- Minimum 3 to 8 years of relevant insurance experience
- Property & Casualty and Surplus Lines Licenses (as required by state)
- Exceptional organizational, follow-up, communication, and interpersonal skills
- Exceptional 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
- Strong negotiation skills with the ability to influence and persuade stakeholders at all levels
- 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)
- Some daily travel may include limited time spent outside in the elements as part of the normal commute
- Some travel outside of the normal daily commute may be required, such as traveling to another city, state, etc.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.