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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in assessing client risks and preparing accurate documentation. Proficient in relationship management and effective communication to support client engagement and collaboration within teams.
Highest-signal resume keywords
Bachelor's DegreeMicrosoft Office Suite ProficiencyIntermediate to Advanced Excel SkillsInsurance License AcquisitionRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk AssessmentLoss Summary CreationProgram Proposal PreparationRFP Process SupportMarket ResearchClient Presentation DevelopmentDocumentation AccuracyData Analysis
Soft Skills
Time ManagementInterpersonal SkillsCustomer FocusWritten CommunicationVerbal Communication
Tools & Technologies
RMS Filing SystemBroking Platform
Certifications & Qualifications
Insurance LicenseSurplus Lines License
Industry Keywords
Risk and BrokingClient AdvocacyMarket PlacementCompliance ProceduresInsurance Principles
About the role
Key responsibilities & impact- Participate in the 17-month, non-rotational Graduate Development Program
- Complete orientation and onboarding training covering functions within Risk and Broking
- Gather information and analytics to assess and evaluate client risks for market placement
- Create Loss Summaries, review program binders and policies for accuracy, and assist brokers, senior brokers, and Client Advocacy teams
- Prepare draft submission documents and finalize submissions for delivery
- Review quotes against specifications and develop side-by-side comparisons
- Prepare program proposals
- Develop client and prospect presentations to secure new and expand existing relationships
- Assist with Client Renewal Strategy Meeting deliverables
- Support RFP processes, sales, and pipeline needs
- Research market solutions and develop risk solutions for clients
- Build relationships with insurance carriers and trading partners
- Develop understanding of insurance principles and brokerage concepts
- Follow quality, compliance, and client documentation procedures
- Record and maintain information accurately in company systems, including RMS filing and the Broking Platform
- Create, manage, and check Business Unit certification needs
- Request, manage, and support Business Unit billing needs
- Perform other tasks required by the Business Unit
Requirements
What you’ll need- Bachelor’s degree with a minimum of 3.0 GPA
- Date of Graduation between May 2026 – May 2027
- Proficient in Microsoft Office Suite
- Intermediate to advance Excel skills
- Demonstration of strong time and task management skills
- Ability to take direction, receive constructive feedback and deliver accurate work product
- Relationship management and customer focus; ability to interface with customers and collaborate internally with teammates to serve customers
- Excellent written & verbal communication skills
- Excellent presentation skills, analytically driven and detail oriented
- Exceptional interpersonal skills
- Proficient in time management
- Must obtain the required insurance license within ninety (90) days of date of hire
- Must obtain and maintain an active surplus lines license for the resident state within the specified 120-day timeframe, as applicable
- Employment-based non-immigrant visa sponsorship and/or assistance is not offered
Benefits
Comp & perks- Annual short-term incentive bonus
- Hybrid work arrangement
