Associate Broker

Job Summary:

The Associate Broker supports the broker by providing service after the sale to the client. This role works closely with Underwriters and underwriting assistants at the carrier level. The Associate Broker performs basic clerical duties and data entry using carrier portals.

Responsibilities:

• Generate Quotes, Binders, and Premium Finance Agreements.
• Resolve administrative problems and inquiries.
• Handle requests for information and data.
• Order Inspections at time binding if required by the carrier. 
• Diary for follow up if needed.
• Handle midterms change requests with our retail agents and carriers.
• Request quotes and binders from carriers and deliveries to retail agents.
• Review the policy for accuracy against carrier generated quote and binder.
• Diary for missing items at time of binding.
• Complete Surplus Lines Tax Forms and deliver to the carrier.
• Work with our accounting department if needed to determine outstanding balance from insurance agent.
• Document file as to communication between our clients and insurance companies.
• Handle the renewal process by obtaining and delivering quotes.
• Create and modify documents in Word, Excel, Adobe and ImageRight.
• Assists with work overflow and contributes to team efforts by accomplishing related results as needed.

Requirements:

•  Communication and knowledge of relevant software including Microsoft Office products.
• Knowledge of operation of standard office equipment
• Knowledge of clerical and administrative procedures and systems such as filing and data entry.

Education/Experience:

•  3+ years of insurance experience preferred
•  CSR licensed or producer licensed preferred
•  College degreed preferred

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.