California Licensed Associate Broker

Job Summary

Engaging with underwriters to secure optimal pricing and terms, the full-time California Licensed Associate Broker will ensure quality control of brokerage files, draft error-free submissions, and actively pursue new business opportunities while working remotely.

Key responsibilities

• Ensure quality control across all files by scrutinizing policies and documentation for accuracy and adherence to policies
• Draft submissions and communicate coverage terms with underwriters while maintaining client-friendly language
• Develop relationships with clients and underwriters to negotiate favorable pricing and coverage terms, contributing to revenue growth and policy retention

Required qualifications

• Bachelor's degree in Business Administration, Sales, or Risk Management preferred
• 1 year of experience in Wholesale brokerage, Commercial insurance coverages, Sales, or Underwriting preferred
• Must meet minimum requirements for state P&C and/or surplus line licenses
• Chartered Property Casualty Underwriter (CPCU) or Certified Insurance Service Representative (CISR) preferred