Associate Broker

Heffernan Insurance Brokers; Walnut Creek (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading insurance company is seeking an insurance professional to join its digital wholesale team. This role focuses on business development and relationship management while deepening technical coverage knowledge. Responsibilities include sales support, account servicing, and technical resource management for agency partners. Candidates should have a high school diploma, an active P&C insurance license, and at least three years of relevant experience.

Qualifications

• Minimum three (3) years working experience in an Underwriting, Account Management/Assistant, or related position.
• Must be organized and able to manage time effectively.
• Adaptable, self-starter, with experienced decision-making skills.

Responsibilities

• Develop and grow strong relationships with agencies/producers/account managers.
• Handle complex accounts and manage account services.
• Assist with account-level new business growth and renewal strategies.

Skills

Effective communication

Problem-solving

Analytical skills

Marketing skills

Collaboration skills

Education

High School graduate/GED

Active P&C insurance license

Tools

MS Suite

Excel

Word

PowerPoint

Job description

Objective:

HIB Marketplace Services LLC, a wholly owned company of Heffernan Insurance Brokers, 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.

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 line of business and coverage needs of the retail agent’s client.
• 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.

Compensation:

The base salary range for this position is$80,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.This role will 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 .

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.

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients and Foster Relationships— Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
• Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.