Associate Broker, Technical Risk Solutions

at  Lloyd Sadd Insurance Brokers

WHAT WE REQUIRE

General Insurance Knowledge considered an asset;
Level 1 Insurance License preferred;
Must have: advanced skills in Excel and Microsoft Office;
Must have: excellent organization, communication skills; and an ability to adapt to changing priorities;

THE ROLE

The Associate Broker is the critical support component to members of our Broking team helping to facilitate the risk placement process. We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule. The successful candidate will be detail-driven, highly organized, and will be passionate about providing exceptional client service at all levels.

WHAT YOU’LL DO

As the critical support component to members of our Broking team, the Associate Broker works with the Broker to facilitate the risk placement process by:
Checking insurance documents for both existing and prospective new clients;
Review and organize client information into insurance submissions;
Tracking insurer responses and quotations received;
Preparing, updating and maintaining various documents such as spreadsheets, reports, proposals, and comparisons for use in client presentations;
Collaborating and participating during team meetings;
Performing other administrative support functions to assist the Broking team;
Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;
Other duties as required.