Associate Broker

About Falvey Insurance Group

Join the Falvey Insurance Group Family!

At Falvey, being a part of the family has nothing to do with your last name. 

As a family-owned business, tight knit values are central within our organization and remain strong despite our growth to 250+ employees. We encourage one another, celebrate each other's successes and genuinely care about each other. Employee recognition, career development plans, and internal events- like cookouts in the summer - are at the heart of our organization. Falvey Insurance Group is one of the largest Marine Insurance MGAs in the country and was founded on the pillars of Technology and Operational Excellence.

Summary of the Position

The Associate Broker (AB) is a self-starter who is motivated to advance their knowledge in the industry and grow their career within a new division at an established company. A personable team player with exceptional written and verbal communication skills, the AB leads the support & service of assigned wholesale brokerage accounts and will assist in prospecting and marketing for new relationships to help grow the division. Additionally, the position includes assisting with selected initiatives to help meet division and company goals. This role is an amazing opportunity to work, learn and grow alongside upper management in a collaborative, caring, and fast-growing division.  The ideal candidate has the opportunity to grow and build their own book as a broker.  

Position Functions

This position’s functions will include:

• Providing prompt, efficient, high-quality customer service including managing and prioritizing tasks with a focus on key broker and account relationships when interacting with Brokers and Carriers.
• Generating binders and endorsements with a high degree of accuracy within designated time frames.
• Work with Senior Broker, handling renewals and new small business accounts and overall team goals.
• File Documentation and Audit:
  • Filing of email and/or converted paper correspondence
  • Documenting telephone conversations
  • Follow-up and action items on outstanding requests
• Marketing and Prospect via warm/cold calling and email prospecting
• Execute assigned projects which support the executive team’s strategic goals

Knowledge, Skills, and Abilities

Candidate should have a good foundation of insurance knowledge as well as strong organizational and communication skills, both verbal and written. The ideal candidate is comfortable picking up the phone, working with clients and management, and has the ability to build positive relationships with retail agents and carrier underwriters.

Ability to manage a fast desk, reorganizing priorities as they arise throughout the day, and manage the ups and downs of changing demand.   

Ability to work independently and use personal computer, account management platform, and proficiency in various software programs, including but not limited to Microsoft Excel, Microsoft Word, and Adobe Acrobat.

Other Requirements

• Must be willing to obtain Property & Casualty Producer’s License within company allocated time frame from date of employment. 
• Past sales and Insurance experience is preferred

Physical Requirements

Must be able to sit or stand for long periods of times, communicate via telephone, and operate a computer including the Microsoft Suite.

Supervisory Responsibilities

• None

Working Conditions

Business-casual fast paced multi-tasking office environment.

Hours of Operations

This position supports our marketing efforts internationally. This position's work hours are Monday through Friday 9am - 5pm, in a hybrid work environment. Our hybrid environment is 3 days within our business-casual office environment. Of these 3 days in the office, Wednesday and Thursday are required, and employees may work from home the other 2 days. Our employees choose their schedule. This position requires occasional flexibility for working additional hours to accomplish project objectives. Some travel may be required.