Associate Broker

Assists the team to provide day-to-day servicing of larger, complex accounts and direct broking/placement service on smaller accounts, duties include but are not limited to: Issuance of policies and endorsements Assist in formulating submissions for insurance carriers Assist with quote comparative spreadsheets Issuance of compliance documentation Assist and coordinate responses to RFP’s Organize internal, prospect and client meetings Support invoicing of Cargo accounts Follow up on invoicing and accounting inquiries Maintain updated account list Review and manage policy expiration list.

Issuance of policies and endorsements

Assist in formulating submissions for insurance carriers

Assist with quote comparative spreadsheets

Issuance of compliance documentation

Assist and coordinate responses to RFP’s

Organize internal, prospect and client meetings

Support invoicing of Cargo accounts

Follow up on invoicing and accounting inquiries

Maintain updated account list

Review and manage policy expiration list.

Learn and utilize WTW software and systems – ECLIPSE, RADAR

Add/renew policy record in ECLIPSE; upload required documentation throughout placement

Maintain client and prospect lists within CRM in large market, middle market and industry focus areas