Role Description The Commercial Associate Broker II provides support to broking team members and contributes to strategic recommendations, problem solving, and solution development for prospects and clients. This role focuses on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. - Participate in the analysis of clients’ or prospects’ existing programs and ensure requirements. - Review current policies and formulate recommendations for customized risk solutions. - Effectively negotiate with insurance carriers; drive financial and non-financial outcomes that support organic revenue development and retention. - Seize upon opportunities to creatively upsell and cross-sell, leading to greater client product density and expanded account margin. - Ensure placements are handled according to NFP’s service model standards and timelines. - Support the team in developing client/prospect diagnostics – working at the direction of the Broker or Senior Broker to complete a total program assessment. - Assist in timely production of required documentation and follow-up, ensuring timely flow of materials. - Assist team members with proposal development for existing and prospective clients. - Respond to client queries and concerns to resolve issues promptly. - Review binders and policies to ensure terms and conditions are accurately reflected. - Attend client meetings with team; leading to refined and enhanced client communication and presentation skills. - Present to local account executives, participate in RFPs, occasional client meetings and conference calls. - Support the deployment of data and analytics to provide program insights for clients and the broking team. - Develop productive business relationships with key insurance underwriters and local NFP account teams. - Cultivate a thorough understanding of markets to better assist the broking team. - Execute on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization. - Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers. - Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion. Qualifications - Strong written and verbal communication skills. - Ability to successfully interact with a variety of people. - Solid negotiation skills – ability to adjust approach to effectively drive optimal outcomes depending on different personalities. - Demonstrated ability to work independently and as part of a team. - Strong attention to detail, demonstrating reliability and accuracy. - Strong organizational skills with the ability to adjust to changing workload and priorities. - Able to coordinate resources and responsibilities. - Self-motivated with positive attitude and sense of urgency. - Detail-oriented with strong analytical skills, both quantitative and qualitative. - Demonstrated knowledge using Microsoft Office Suite. - Experience with Epic (agency management system) a plus. Requirements - Bachelor’s degree or equivalent required. - Working knowledge of carrier underwriting practices and processes preferred. - P&C License required or obtained within 90 days of employment. - Advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives.