<p>Description</p> <p>Position Summary:</p> <p>The PA2 spends at least 51% of their time assisting the broker team by marketing basic submissions/accounts. The remainder of their time is spent assisting the broker team in meeting the day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.</p> <p>Essential Functions:</p> <ul> <li>Manage the marketing of basic accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team for the majority of accounts. </li><li>Collaborate with the Broker and other senior members of the team to meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. </li><li>Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to the client.. </li><li>Gather and develop complete loss summaries and analysis, as needed. </li><li>Prepare quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. </li><li>Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. </li><li>Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle. </li><li>Meet quality measurement goals and procedures by following internal Quality Management System(QMS) standards. </li><li>Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. </li><li>Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. </li><li>Follow up for subjectivities and any other post-binding requirements issued by the carrier. </li><li>Ensure agency management files are fully documented as required by the company's QMS procedures. </li><li>Produce and email renewal letters requesting completed applications for insurance coverage. </li><li>Assist with setup of market submissions by compiling information and applications provided by the retailer. </li><li>Relay a retailer's written bind request to a market/carrier. </li><li>Relay a retailer's written endorsement request to a market/carrier. </li><li>Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). </li><li>Process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member. </li><li>Transmit policies issued by markets/carriers to retailers. </li><li>Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer. </li><li>Manage and maintain follow up tasks (pending Items that we are waiting for from retailers. and carriers), including following up on items and escalating unresolved when appropriate. </li><li>Ensure Surplus Line documents are submitted correctly and on time. </li></ul> <p>Other Responsibilities:</p> <ul> <li>Starting to develop skills in marketing/handling complex accounts/situations with significant assistance from senior members of the team. </li><li>Provide training and ongoing guidance to Production Assistants, supporting their professional growth and development. </li><li>Open mail, office filing and mailing billings, as needed. </li><li>Assist with accounting reconciliation projects. </li><li>Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. </li><li>Perform other work-related duties as assigned by broker and/or management. </li><li>Pursue educational opportunities to expand insurance knowledge. </li></ul> <p>Position Requirements</p> <p>Education, Experience and Skills Required:</p> <ul> <li>Minimum 1 to 3 years of relevant insurance experience. </li><li>Property & Casualty and Surplus Lines Licenses (as required by state). </li><li>Foundational understanding of basic P&C insurance products, including coverage types and standard exclusions. </li><li>Strong organizational, follow-up, communication, and interpersonal skills. </li><li>Strong analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently. </li><li>Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others. </li><li>Basic negotiation skills developing the ability to influence and persuade stakeholders. </li><li>Able to effectively interact with and adapt to diverse personality and communication styles </li><li>Flexibility in work schedule and ability to adapt to changing demands of the position. </li><li>Independently manages time to get the job done with minimal supervision. </li><li>Intermediate skill level in PC software (Word, Excel and other software, as required). </li></ul> <p>Category Insurance Location Grand Rapids Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values.</p> <p>Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people.</p> <p>Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience.</p> <p>Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM.</p> <p>Exempt/Non-Exempt Exempt</p>