Sr. Associate Broker
WFA Digital Insight
As the remote job market continues to evolve, demand for skilled insurance professionals has grown significantly. With the wholesale insurance market expected to reach new heights, companies like Convelo Insurance Group are seeking talented individuals to drive their business forward. In this role, you'll have the opportunity to work with a socially conscious organization that prioritizes relentless grit and continuous improvement. With the right skills and experience, you can thrive in this fast-paced environment and make a meaningful impact. Before applying, consider your ability to work independently, manage time effectively, and navigate complex insurance products.
Job Description
About the Role
The Sr. Associate Broker role at Convelo Insurance Group is a core member of the foundational team, responsible for executing marketing and placement tasks across new business submissions and renewal assignments. This role reports directly to the President of Wholesale and plays a critical part in driving quote throughput, maintaining file quality, and supporting bind activity. As a key member of the team, you will work closely with underwriters, market desks, and other stakeholders to ensure seamless placement and remarketing processes.In this fast-paced, high-volume wholesale environment, you will have the opportunity to work with a wide range of insurance products, including specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors. Your ability to work independently, manage time effectively, and navigate complex insurance products will be essential to success in this role.
What You Will Do
- Receive, triage, and process new business submissions and remarket assignments, ensuring each file meets market-ready standards
- Prepare complete, accurate, and professional submissions and approach appropriate carriers for quotes in accordance with established routing rules and market preferences
- Solicit timely responses from underwriters, negotiate pricing and terms within defined guardrails, and communicate quote details clearly and promptly to the RSMs and retail clients
- Manage the placement process through to bind, including preparation of binders, checklists, and all required marketing file documentation
- Execute remarket & renewal assignments, maintaining continuity and file integrity throughout the process
- Maintain high standards of accuracy across all file documentation, including quotes, binders, endorsements, and correspondence
- Identify and correct inconsistencies or errors in submissions and policy documents, promptly clarifying discrepancies with the retail client or underwriter
- Follow internal Quality Management System (QMS) standards and ensure all transactions comply with regulatory requirements and company policies
- Maintain accurate and organized records of all account activity within the agency management system
- Develop and maintain working relationships with carrier underwriters and market desks relevant to the pod's book
- Stay current on carrier appetites, market conditions, and product changes to support efficient and accurate placement decisions
What We Are Looking For
- Minimum 2-5 years of experience in wholesale insurance brokerage, commercial lines placement, or E&S underwriting
- Demonstrated ability to manage a high-volume submission queue with accuracy and urgency
- Strong written and verbal communication skills, including the ability to present quotes and coverage details clearly to retail clients and underwriters
- Proficiency in agency management systems (e.g., Vertafore) and Microsoft Office Suite
- Ability to work independently and manage time effectively
- Organizational and technical skills, with attention to detail and ability to prioritize tasks
- Knowledge of insurance products, including specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors
- Ability to navigate complex insurance products and market conditions
Nice to Have
- Experience with data analysis and reporting tools
- Familiarity with regulatory requirements and company policies
- Certification in insurance or a related field
- Strong problem-solving and negotiation skills
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a socially conscious organization that prioritizes relentless grit and continuous improvement
- Collaborative and dynamic work environment
- Professional development and growth opportunities
- Flexible remote work arrangements
- Access to cutting-edge technology and tools
- Comprehensive health and wellness programs
- Generous paid time off and holidays
How to Stand Out
- Be prepared to showcase your experience with wholesale insurance brokerage, commercial lines placement, or E&S underwriting, and highlight your ability to manage high-volume submission queues.
- Develop a strong understanding of insurance products, including specialty insurance products, and stay current on market conditions and carrier appetites.
- Showcase your technical skills, including proficiency in agency management systems and Microsoft Office Suite, and highlight your ability to work independently and manage time effectively.
- Prepare to discuss your experience with data analysis and reporting tools, and be ready to provide examples of your problem-solving and negotiation skills.
- Research Convelo Insurance Group's company culture and values, and be prepared to discuss how your skills and experience align with their mission and goals.
- Be prepared to negotiate salary and benefits, and have a clear understanding of your worth in the market.
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