Insurance Broker Associate

Job Summary

Working full-time within the Transactional Risk Team, the Associate R&W Broker will manage M&A deal information, prepare market submissions, and assist in client advisory regarding carrier selection and deal structures.

Key responsibilities

• Synthesize M&A deal information and draft submissions, including coverage specifications and non-disclosure agreements
• Analyze carrier feedback and prepare comprehensive coverage comparison reports for clients
• Track deliverables between clients and carriers while assisting Senior Brokers in developing materials for client meetings

Required qualifications

• College degree in finance, accounting, or risk management preferred
• 1-5 years of industry experience, particularly in M&A or complex insurance
• Must obtain an insurance broker's license within 60 days of employment
• Strong analytical skills with a detail-oriented approach to data organization
• Self-starter with solid presentation skills and the ability to manage difficult client situations