Production Associate

Production Associate - Wholesale Insurance - Casualty Production Associate (PA2) spends at least 51% of time marketing basic submissions/accounts. Rest of time assists broker team in day‑to‑day technical and clerical needs by servicing active and expired policy files, per Brown & Riding values, goals, and procedures. Responsibilities Manage marketing of basic accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage. 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. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to the client. Gather and develop complete loss summaries and analysis, as needed. Prepare quality, error‑free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Follow up for subjectivities and any other post‑binding requirements issued by the carrier. Ensure agency management files are fully documented as required by the company’s QMS procedures. Produce and email renewal letters requesting completed applications for insurance coverage. Assist with setup of market submissions by compiling information and applications provided by the retailer. Relay a retailer’s written bind request to a market/carrier. Relay a retailer’s written endorsement request to a market/carrier. Prepare quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). 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. Transmit policies issued by markets/carriers to retailers. Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer. 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. Ensure Surplus Line documents are submitted correctly and on time. Other Responsibilities Starting to develop skills in marketing/handling complex accounts/situations with significant assistance from senior members of the team. Provide training and ongoing guidance to Production Assistants, supporting their professional growth and development. Open mail, office filing and mailing billings, as needed. Assist with accounting reconciliation projects. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work‑related duties as assigned by broker and/or management. Pursue educational opportunities to expand insurance knowledge. Qualifications Minimum 1 to 3 years of relevant insurance experience. Property & Casualty and Surplus Lines Licenses (as required by state). Foundational understanding of basic P&C insurance products, including coverage types and standard exclusions. Strong organizational, follow‑up, communication, and interpersonal skills. Strong analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well‑founded conclusions efficiently. Proactive approach to problem‑solving, exhibiting good listening skills and a willingness to support others. Basic negotiation skills developing the ability to influence and persuade stakeholders. Able to effectively interact with and adapt to diverse personality and communication styles. Flexibility in work schedule and ability to adapt to changing demands of the position. Independently manages time to get the job done with minimal supervision. Intermediate skill level in PC software (Word, Excel and other software, as required). Location: Dallas, Office About the Organization: Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values.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.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.Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM. This position is currently accepting applications. #J-18808-Ljbffr