Associate Broker – Small Business Unit

Job not on LinkedIn

🕒 August 7

🧀 Wisconsin – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 34%

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Logo of Brown & Brown Insurance

Brown & Brown Insurance

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 the retention and growth of the company’s Small Business Unit (SBU) • Work with insurance agents nationally to retain clients and deliver exceptional service, including explaining 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 of all activities in the management database system • Establish payment arrangements and assist with premium collection per agency guidelines • Review policies and quotes for accuracy before sending them to insurance agents • Manage retention of existing and new businesses using spreadsheets, company databases, and various communication tools • Provide backup support for teammates, including data entry, marketing, and quality control • Be available remotely during non-scheduled hours to ensure client retention, including answering urgent emails and forwarding business calls • Maintain compliance with Quality Control guidelines • Serve as a liaison between carriers, clients, agents, and other business partners to facilitate new business opportunities, 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 • Preferred: 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

🏖️ Benefits

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

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