DESCRIPTION

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.

EDUCATION AND QUALIFICATIONS:

• Able to work legally in the United States indefinitely and without Visa sponsorship
• Bachelor’s degree with a minimum of 3.0 GPA
• Preferred Majors: Risk Management, Business, Finance, Economics, Accounting, International Business, Political Science, Liberal Arts
• Date of Graduation between May 2025 – June 2026
• Proficient in Microsoft Office Suite
• Intermediate to advanced Excel skills and PowerPoint 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

RESPONSIBILITIES:

• Gather information and analytics to assess and evaluate client risks to support the placement of client risks into the market.
• , Check policies, and aides brokers & senior brokers in file management
• With the support of more experienced brokers prepare draft submission documents and finalize submissions for delivery.
• With support of more experienced brokers review carrier indications 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 or Anniversary Strategy Meetings & RFPs
• Research market solutions to learn how to identify and develop optimum risk solutions for clients.
• Research news and emerging geopolitical risks relevant to our client and prospects
• Assist with revising or creating marketing collateral
• Support broking team with marketing campaigns and prospect identification
• Facilitate initial introductions to carrier and trading partners
• Begin your understanding of core insurance principles and brokerage concepts
• Ensure that quality and compliance procedures and processes are adhered to.
• Record and maintain all information accurately on the appropriate systems, including initial introduction to and utilization of Broking Platform, CRM, Eclipse .
• Assist team in premium and revenue payment tracking and follow up
• 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).
• 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 (if necessary)