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Morris Financial Concepts, Inc. Logo
Morris Financial Concepts, Inc.

Mt. Pleasant, South Carolina

PICKER & ASSOCIATES LLC

Buffalo Grove, Illinois

Sherwood School District

Sherwood, Oregon

Evanston Community Foundation

Evanston, Illinois

The Bank of Tampa Logo
The Bank of Tampa

St. Petersburg, Florida

All Campus

Chicago, Illinois

CLS FINANCIAL ADVISORS INC Logo
CLS FINANCIAL ADVISORS INC

Portland, Oregon

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Associate Broker
The Associate Broker will be part of a production team catering to agents looking for commercial insurance solutions.  More specifically, the Associate Broker will review, market and price expiring policies while managing overall book retention and growing revenue to defined targets.  Additionally, they will support Brokers in servicing quotes and new business submissions. Role Responsibilities Review and update coverage needs of expiring policies, pursuing current exposures and rating information. Identify cross sell opportunities for a complete account proposal. Productively partner with retail agents to identify viable and customized insurance solutions to manage the insured’s risks and exposures. Develop proposals, remarketing accounts as needed


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