A Brokerage Clerk works on behalf of clients at a stock exchange. Delivers orders to securities brokers, checks final orders and keeps a record of transactions; delivers securities, distributes dividends and provides tax calculations for clients.
Sr. Associate Broker - Wholesale Insurance Brokerage - Casualty Brown & Riding Insurance Services, Inc Atlanta, GA Job Details Full-time 5 hours ago Qualifications Managing customer accounts Commercial insurance policies Pricing Regulatory compliance Client file management Mid-level Accurate transaction records management Team development Professional development support Records management Sales quoting Managing clients in a finance role Client retention Team training Compliance documentation Coordinating with insurance clients Insurance policy review Document quality checks Relationship building in financial sales Negotiated pricing
Marketing Full Job Description Position Summary :
The SAB primarily assists the broker team by marketing both basic and complex submissions/accounts, servicing active and expired policy files, and meeting day-to-day needs of retail clients; all in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team for all basic accounts and the majority of complex accounts/situations. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to the client. Gather and develop complete loss summaries and analysis, as needed. Prepare high-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact.
Other Responsibilities :
Provide training and ongoing guidance to Production Assistants, Production Associates, and/or Associate Brokers, supporting their professional growth and development. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work-related duties as assigned by broker and/or management. Maintain and enhance relationships with retail clients, including some in-person contact, typically accompanied by your broker or senior team members.
