DESCRIPTION

This role is hybrid.

EDUCATION AND QUALIFICATIONS:

• Bachelor’s degree with a minimum of 3.0 GPA
• Preferred Majors: Risk Management, Business, Finance, Economics, Accounting, Liberal Arts, Geology (BS), Environmental Geology (BS), Sociology
• Date of Graduation between May 2025 – May 2026
• Proficient in Microsoft Office Suite
• Intermediate to advance Excel skills
• Demonstration of strong time and task management skills
• Ability to take direction, receive constructive feedback and deliver accurate work product
• Relationship management and customer focus; ability to interface with customers and collaborate internally with teammates to serve customers

• Gather information and analytics to assess and evaluate client risks to support the placement of client risks into the market.
• Create Loss Summaries, review program binders for accuracy, check policies, and aide’s brokers & senior brokers
• With the support of more experienced brokers prepare draft submission documents and finalize submissions for delivery.
• With support of more experienced brokers review quotes against specifications and develop side-by side comparisons.
• With support of more experienced brokers prepare program proposals.
• With support of more experienced brokers, develop client and prospect presentations to secure new, and build on existing, relationships.
• Assist on any deliverables for Client Renewal Strategy Meetings
• Support RFP process, sales and pipeline needs of the Business Unit
• Research market solutions to learn how to identify and develop optimum risk solutions for clients.
• Carrier and trading partners: participate and build your own relationships with insurance industry partners
• Begin your understanding of core insurance principles and brokerage concepts
• Ensure that quality and compliance procedures and processes are adhered to incl. Excellence guidelines for client documentation requirements.
• Record and maintain all information accurately on the appropriate systems including RMS filing per excellence guidance, including use of Broking Platform.
• Obtain the required insurance license within ninety (90) days of your date of hire (as such date is recorded in the Company’s business records).
• As applicable, you must also obtain and maintain an active surplus lines license for your resident state within 120 days of either: (a) your date of hire, if you already hold a resident state insurance license upon your date of hire; or (b) within 120 days of obtaining your resident state insurance license, if you do not already hold a resident state insurance license upon your date of hire
• Create, manage, and check certification needs of the Business Unit
• Request, manage and support billing needs of the Business Unit
• Other tasks as may be required by the Business Unit