Associate Broker – Small Business Unit

Brown & Brown Insurance

Associate Broker supporting small-business environmental insurance accounts at wholesale insurer. Managing retention, renewals, policy service, and agent relationships remotely from Wisconsin.

Posted 8/7/2026full-timeRemote • Wisconsin • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial property and casualty insurance, with a strong focus on client retention, service excellence, and compliance with quality control guidelines. Proficient in managing client relationships and utilizing management systems to support business growth.

Highest-signal resume keywords

Active State Insurance LicenseCommercial Property & Casualty Insurance ExperienceEPIC Management SystemSalesforce Management SystemCustomer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy Coverage ExplanationClaims SupportData EntryPremium CollectionQuality Control Compliance

Soft Skills

Relationship ManagementTeam LeadershipCommunication Skills

Tools & Technologies

Microsoft Office SuiteAdobeManagement Database System

Certifications & Qualifications

CPCUARMCIC

Industry Keywords

Small Business UnitInsurance AgentsEnvironmental InsuranceWholesale Brokerage

About the role

Key responsibilities & impact

Support retention and growth of the Small Business Unit
Work with insurance agents nationally to retain clients and deliver exceptional service
Explain policy coverage, advantages, and disadvantages
Address inquiries about coverage, policy changes, claims support, and billing clarifications
Support and lead the service team to meet yearly and monthly production goals
Maintain accurate activity records in the management database system
Establish payment arrangements and assist with premium collection
Review policies and quotes for accuracy before sending them to insurance agents
Manage retention of existing and new business using spreadsheets, company databases, and communication tools
Provide backup support including data entry, marketing, and quality control
Remain available remotely during non-scheduled hours for urgent emails and business calls
Maintain compliance with Quality Control guidelines
Liaise between carriers, clients, agents, and business partners to facilitate new business, renewals, and ongoing account service

Requirements

What you’ll need

Active state insurance license
High School Diploma or equivalent
Two (2) or more years of successful commercial property & casualty insurance experience
Experience with EPIC, Salesforce, or equivalent management systems
Highly proficient in Microsoft Office Suite (Word, Excel, Outlook) and Adobe
Strong customer service and relationship management skills
Preferred: insurance designations such as CPCU, ARM, or CIC
Preferred: Associate’s or Bachelor’s degree in Business, Finance, or a related discipline
Preferred: experience in environmental insurance or wholesale brokerage
Typically no personal or rental vehicle required for business purposes

Benefits

Comp & perks

Medical/Rx insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off
Holidays
Preferred Partner Discounts
Professional growth tools, resources, and mentorship