Associate Broker Jobs

2+ years in operational or project management-type with roles

Build and manage key business intelligence dashboards to evaluate ongoing KPIs and metrics.

Strong analytical skills to develop understanding of program performance and leverage data to identify potential areas of opportunity

Excellent communication skills, including ability to clearly articulate needs, objectives, priorities, and strategy in writing

Create and update supporting documentation for broker initiatives.

Execute and iterate strategies for targeted broker communication campaigns to build engagement and excitement across email, text, and digital channels.

Bachelor’s degree preferred; equivalent experience and knowledge considered.

Working toward being able to demonstrate broad knowledge of commercial property and/or casualty coverages with insurance carrier and other markets.

Evaluates quotes and contract provisions offered by insurance markets.

Relevant experience in a commercial insurance brokerage or underwriting environment including wholesale brokerage experience helpful but not required.

Must be licensed by appropriate state or working to obtain a license once offered employment.

Highest level of customer relations and negotiating skills to effect profitable results.

Computer skills, including, but not limited to Microsoft Office applications (strong emphasis on Excel) and database management

P.O. creation and invoice management

Ad hoc projects and administrative tasks as directed by management

Manage special project/ad hoc presentations (ie Food COT, Right Place – Right Time)

Manage interface between Sales team and cross-functional departments

Effective interpersonal, organizational and analytical skills

Assistant Associate Broker / Account Manager Responsibilities:

1-3 years commercial insurance experience preferred

Integrity: Doing the right thing, even when it’s difficult or unpopular.

Community: Building and supporting a sense of community within the company and in the world.

Collaboration: Working effectively with our team members, carriers and retail partners to achieve common goals.

Innovative: Continually seeking new and better ways to improve processes, service and products.

Leveraging our experience and expertise to manage the full-cycle endorsement process quickly and accurately

Minimum of 3 years of experience in customer service in a high volume, fast-paced environment (preferred)

You have the ability to work in a fast-paced environment where multitasking and organization skills are required

You pay attention to detail and have strong problem solving and decision-making skills

You have strong interpersonal, and communication skills

You are sound, balanced, and have timely decision making skills

Undergraduate degree in risk management, insurance or finance or equivalent combination of education and experience

Maintains knowledge of insurance coverages, carriers and their business practices

Two to five years of similar or related experience

Strong sales and marketing skills

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Prepares initial market submissions and loss summaries

Bachelor’s degree preferred; equivalent experience and knowledge considered.

Working toward being able to demonstrate broad knowledge of commercial property and/or casualty coverages with insurance carrier and other markets.

Evaluates quotes and contract provisions offered by insurance markets.

Relevant experience in a commercial insurance brokerage or underwriting environment including wholesale brokerage experience helpful but not required.

Must be licensed by appropriate state or working to obtain a license once offered employment.

Highest level of customer relations and negotiating skills to effect profitable results.

Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.

One (1) to two (2) years related experience

Generous benefits package: health, dental, vision, 401(k), etc.

• Competitive pay based on experience • Paid Time Off (PTO)

Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy including forms and editions.

3+ years in Financial Services Compliance, internal or external audit, internal control or other testing experience.

Knowledge of FINRA, SEC, MSRB and state securities and insurance laws and regulations is required.

5+ years in Financial Services Compliance, internal or external audit, internal control or other testing experience.

Strong Microsoft Office skills (Word and Excel / pivot tables)

Strong Suitability / Best Interest Knowledge

Organizes and performs compliance risk assessments, monitoring, and surveillance activities to identify compliance issues, concerns, and deficiencies.

Bachelor’s degree or equivalent combination of education and work experience

Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file

Insurance experience in underwriting and/or brokerage support with excess & surplus lines preferred

Sales & marketing experience preferred

Health benefits & 401K with employer match

Employer paid continuing education courses and designations

Advanced analytical and Excel capabilities, project management skills, and ability to multitask

Prepares and reviews broker compensation per their contracts; consults with Senior Management and head of businesses.

Perform monthly balance sheet substantiation, evaluate adequacy of expense accruals, resolving issues, and escalate key items to management timely.

Prepares executive summary and reports to Senior Management on a monthly basis; as well as daily and monthly FP&A reporting.

Ability to work simultaneously on multiple tasks and manage team priorities and workload.

Critical thinking, team oriented views, attention to details, communication, excellent oral and writing skills

Preferably, a bachelor's degree in business management, finance, accounting, or related field.

Internship experience in Commercial Real Estate a plus.

Knowledge of CoStar and other related CRE listing software a plus.

Ability to provide general direction/be self-managed/work independently.

Exhibit excellent verbal and written communication skills.

Demonstrate strong analytical capabilities with a high attention to detail.

Manage all leads in contact database system, set and complete tasks, and track client communications.

Stay up to date on Compass technology (we will help with this!) and leverage it to enhance the experience of clients.

Have local knowledge of the community to answer questions about potential homes and the surrounding neighborhood.

Write and submit offers on behalf of clients, effectively negotiate offers and oversee the entire process from contract to close.

Proven working experience as a real estate agent, with at least $3-5 million in sales volume in the prior 12 months.

Excellent interpersonal and communication skills, strong sales mentality, and negotiating ability.

Focus heavily on business development skills

Prefer a bachelor’s degree in Business, Finance, Real Estate, or related

Knowledge of the commercial real estate sales business model or high interest in the industry

Demonstrated strong interpersonal and sales skills essential

Excellent oral and written communication skills

Business development, cold calling, customer service or applicable skill set highly desired