Associate Broker

Objective:  

TRIOS is a wholly owned subsidiary of Heffernan Group (HG). TRIOS is looking for an insurance professional to join its full-service digital wholesale team. This is a role for those looking to grow into a business development and relationship management role, while deepening technical coverage knowledge.  

The right candidate for this role has some experience in cyber brokering or underwriting.

Responsibilities Include:  

Inside Sales 

• Sales support for Producer and/or Vertical Director  

• Develop and grow strong relationships with agencies/producers/account managers  

• Assist with account-level new business growth and renewal strategies, driving transactional business flow through the Marketplace platform. 

• Be a technical resource for agency partners on form language and comparing coverage for Specialty lines of business.  

Account Servicing 

• Autonomously handle complex accounts as well as transactional account flow.  

• Account support for Producer and/or Vertical Director  

• Through superior responsiveness and service, create demand for and marketing of new business to carrier partners.  

• Serve as key contact, working with underwriting partners to meet the retail agent's client's line of business and coverage needs. 

• Coordinate all aspects of the renewal marketing process with the client and provide program structure, review, and analysis. 

• Manage account services, coordinate, and direct the activities. 

• Prepare summaries to be transmitted with quotes. Quotes to be analyzed and transmitted, per company guidelines and servicing standards. 

• Expand existing accounts by negotiating new coverages. 

• Timely response to emails/phone calls from retail agents 

Account Administration & Support 

• Work with Service Team staff to ensure timely processing of account administration activities and requests 

• Prepare account proposals for presentation when needed. 

• Thorough documentation is required on each account, with proper E&O procedures strictly followed. 

• Other duties and special technical projects, as assigned. 

• Ability to handle complex accounts as well as transactional flow. 

• Other duties and special technical projects as assigned. 

Requirements: 

• Education – High School graduate/GED required.  

• An active P&C insurance license is required.  

• Minimum three (3) years working experience in an Underwriting, Account Management/Assistant, or related position.  

• Adaptable, self-starter, with experienced decision-making skills. 

• Effective communication and collaboration skills, both written and oral. 

• Problem-solving, analytical, and marketing skills required.  

• Must be organized and able to manage time effectively.  

• Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint.   

• Professional demeanor and behavior. Embody the Heffernan Habits as illustrated herein. 

• Flexibility to work in a dynamic and changing start-up environment. 

Heffernan Habits:  

These are core values that represent our unique culture.  

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. 

• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! 

• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  

• Do Good: This is our core. We strive to do good for our clients, our community, and our planet. 

• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.  

Compensation:

The salary range for this position is $65,000 to $85,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Working Conditions: 

• Work environment is indoors, sitting at a desk or standing for extended periods of time. 

• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. 

• This position may require flexibility to work hours outside of a regular schedule. 

• Ability to travel as necessary.