Associate Broker – Small Business Unit

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🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

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Brown & Brown Insurance

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1939

💸 Finance

🛡️ Insurance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

📋 Description

• Support retention and growth of the company’s Small Business Unit (SBU) • Work with insurance agents nationally to retain clients and deliver exceptional service • Explain policy coverage, advantages, and disadvantages • Address inquiries regarding coverage, policy changes, claims support, and billing clarifications • Support and lead the service team to meet yearly and monthly production goals • Maintain accurate records in the management database system • Establish payment arrangements and assist with premium collection • Review policies and quotes for accuracy before sending them to insurance agents • Manage retention of existing and new business using spreadsheets, company databases, and communication tools • Provide backup support including data entry, marketing, and quality control • Be available remotely during non-scheduled hours for client retention, answering urgent emails and forwarding business calls • Maintain compliance with Quality Control guidelines • Serve as liaison between carriers, clients, agents, and other business partners to facilitate new business, renewals, and ongoing account service

🎯 Requirements

• Active state insurance license • High School Diploma or equivalent • Two (2) or more years of successful commercial property & casualty insurance experience • Experience with EPIC, Salesforce, or equivalent management systems • Highly proficient in Microsoft Office Suite (Word, Excel, Outlook) and Adobe • Strong customer service and relationship management skills • Insurance designations (e.g., CPCU, ARM, CIC) preferred • Associate’s or Bachelor’s degree in Business, Finance, or a related discipline preferred • Experience in environmental insurance or wholesale brokerage preferred

🏖️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement • Free Mental Health & Enhanced Advocacy Services • Paid Time Off • Holidays • Preferred Partner Discounts