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Associate Broker

Heffernan Insurance Brokers · Walnut Creek, California, US

Objective: TRIOS is a wholly owned subsidiary of Heffernan Group (HG). TRIOS is looking for an insurance professional to join its full-service digital wholes...

Job description

Objective: TRIOS is a wholly owned subsidiary of Heffernan Group (HG). TRIOS is looking for an insurance professional to join its full-service digital wholesale team. This is a role for those looking to grow into a business development and relationship management role, while deepening technical coverage knowledge. The right candidate for this role has some experience in cyber brokering or underwriting. Responsibilities Include: Inside Sales - Sales support for Producer and/or Vertical Director - Develop and grow strong relationships with agencies/producers/account managers - Assist with account-level new business growth and renewal strategies, driving transactional business flow through the Marketplace platform. - Be a technical resource for agency partners on form language and comparing coverage for Specialty lines of business. Account Servicing: - Autonomously handle complex accounts as well as transactional account flow. - Account support for Producer and/or Vertical Director - Through superior responsiveness and service, create demand for and marketing of new business to carrier partners. - Serve as key contact, working with underwriting partners to meet the retail agent's clie...