Associate Broker, Commercial Lines (East Coast hybrid or remote)
National Financial Partners Corp., Whitehall, NY, United States
Associate Broker, Commercial Lines (East Coast hybrid or remote)
Job Category : Broker/Dealer Operations
Requisition Number : ASSOC015162
Locations Charlotte - Roxborough 1901 Roxborough Road Suite 315 Charlotte, NC 28211, USA
Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA
Job Summary :
The Commercial Lines Associate Broker will provide support to broking team members and contribute to strategic recommendations, problem-solving, and solution development for prospects and clients. You will develop a comprehensive understanding of prospect and client risk profiles and exposures, and act to cultivate and maximize insurance market interest, leading to the development of effective risk financing and risk transfer solutions. Your focuses will be on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design.
This is a full‑time role with the flexibility of a hybrid schedule in our Bethesda, MD or Charlotte, NC office. We will consider a remote option for well‑experienced candidates. East Coast work location is desired for the ability to travel within the region as required.
Essential Duties and Responsibilities
Participate in the analysis of clients’ or prospects’ existing programs and ensure requirements. Review current policies and formulate recommendations for customized risk solutions.
Work with Sr. Broker and brokerage team to ensure placements are handled according to NFP’s service model standards and timelines.
Support the team in developing client/prospect diagnostics – working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement.
Assist in the timely production of required documentation and follow‑up, ensuring timely flow of materials.
Assist team members with proposal development for existing and prospective clients.
Respond to client queries and concerns to resolve issues promptly.
Work with Sr. Broker to review binders and policies to ensure terms and conditions are accurately reflected.
Present to local account executives at occasional client meetings and conference calls.
Support the deployment of data and analytics to provide program insights for clients and the broking team.
Develop productive business relationships with key insurance underwriters and local NFP account teams.
Cultivate a thorough understanding of markets to better assist the broking team.
Execute on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization.
Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers.
Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion.
Knowledge, Skills, and/or Abilities
Strong written and verbal communication skills; strong attention to detail, demonstrating reliability and accuracy.
Ability to successfully interact with a variety of people while demonstrating self‑confidence and influence.
Solid negotiation skills – ability to adjust approach to effectively drive optimal outcomes depending on different personalities.
Demonstrated ability to work independently and as part of a team.
Strong organizational skills with the ability to adjust to changing workload and priorities.
Able to coordinate resources and responsibilities.
Self‑motivated with a positive attitude and sense of urgency.
Detail‑oriented with strong analytical skills, both quantitative and qualitative.
Demonstrated knowledge of Microsoft Office Suite, MS Teams and AI at the intermediate or advanced level.
Experience with Epic (agency management system) a plus.
Education and/or Experience
3+ years of experience in commercial P&C broking, operations, underwriting or sales support is required.
Bachelor’s degree preferred. HS Diploma or equivalent along with P&C experience and additional training is required.
Working knowledge of carrier underwriting practices and processes preferred.
Certificates, Licenses, Registration
P&C License required or obtained within 90 days of employment.
Advanced industry designation(s) (e.g., CPCU, CIC, ARM) a plus.
What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 – $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
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.
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Requisition Number : ASSOC015162
Locations Charlotte - Roxborough 1901 Roxborough Road Suite 315 Charlotte, NC 28211, USA
Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA
Job Summary :
The Commercial Lines Associate Broker will provide support to broking team members and contribute to strategic recommendations, problem-solving, and solution development for prospects and clients. You will develop a comprehensive understanding of prospect and client risk profiles and exposures, and act to cultivate and maximize insurance market interest, leading to the development of effective risk financing and risk transfer solutions. Your focuses will be on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design.
This is a full‑time role with the flexibility of a hybrid schedule in our Bethesda, MD or Charlotte, NC office. We will consider a remote option for well‑experienced candidates. East Coast work location is desired for the ability to travel within the region as required.
Essential Duties and Responsibilities
Participate in the analysis of clients’ or prospects’ existing programs and ensure requirements. Review current policies and formulate recommendations for customized risk solutions.
Work with Sr. Broker and brokerage team to ensure placements are handled according to NFP’s service model standards and timelines.
Support the team in developing client/prospect diagnostics – working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement.
Assist in the timely production of required documentation and follow‑up, ensuring timely flow of materials.
Assist team members with proposal development for existing and prospective clients.
Respond to client queries and concerns to resolve issues promptly.
Work with Sr. Broker to review binders and policies to ensure terms and conditions are accurately reflected.
Present to local account executives at occasional client meetings and conference calls.
Support the deployment of data and analytics to provide program insights for clients and the broking team.
Develop productive business relationships with key insurance underwriters and local NFP account teams.
Cultivate a thorough understanding of markets to better assist the broking team.
Execute on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization.
Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers.
Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion.
Knowledge, Skills, and/or Abilities
Strong written and verbal communication skills; strong attention to detail, demonstrating reliability and accuracy.
Ability to successfully interact with a variety of people while demonstrating self‑confidence and influence.
Solid negotiation skills – ability to adjust approach to effectively drive optimal outcomes depending on different personalities.
Demonstrated ability to work independently and as part of a team.
Strong organizational skills with the ability to adjust to changing workload and priorities.
Able to coordinate resources and responsibilities.
Self‑motivated with a positive attitude and sense of urgency.
Detail‑oriented with strong analytical skills, both quantitative and qualitative.
Demonstrated knowledge of Microsoft Office Suite, MS Teams and AI at the intermediate or advanced level.
Experience with Epic (agency management system) a plus.
Education and/or Experience
3+ years of experience in commercial P&C broking, operations, underwriting or sales support is required.
Bachelor’s degree preferred. HS Diploma or equivalent along with P&C experience and additional training is required.
Working knowledge of carrier underwriting practices and processes preferred.
Certificates, Licenses, Registration
P&C License required or obtained within 90 days of employment.
Advanced industry designation(s) (e.g., CPCU, CIC, ARM) a plus.
What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 – $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
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.
#J-18808-Ljbffr