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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 developing insurance solutions. Proficient in Microsoft Office Suite and Excel, with a focus on effective communication and relationship management.
Highest-signal resume keywords
Bachelor's DegreeMicrosoft Office Suite ProficiencyIntermediate to Advanced Excel SkillsInsurance License AcquisitionAnalytical Skills
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 PreparationQuote Comparison AnalysisClient Presentation Development
Soft Skills
Time ManagementRelationship ManagementExcellent Communication SkillsInterpersonal SkillsCollaboration Skills
Tools & Technologies
Broking Platform
Certifications & Qualifications
Insurance LicenseSurplus Lines License
Industry Keywords
Insurance PrinciplesBrokerage ConceptsClient Renewal StrategyRFP DeliverablesMarket Solutions
About the role
Key responsibilities & impact- Participate in the 17-month, non-rotational CRB Graduate Development Program
- Complete orientation and onboarding training covering CRB functions
- Gather information and analytics to assess and evaluate client risks
- Support placement of client risks into the insurance market
- Create Loss Summaries and review program binders and policies for accuracy
- Assist brokers and senior brokers
- Prepare and finalize submission documents with broker support
- Review quotes against specifications and develop side-by-side comparisons
- Prepare program proposals
- Develop client and prospect presentations
- Assist with Client Renewal Strategy Meeting and RFP deliverables
- Research market solutions and develop optimum risk solutions for clients
- Facilitate initial introductions to carrier and trading partners
- Develop understanding of insurance principles and brokerage concepts
- Adhere to quality and compliance procedures
- Accurately record and maintain information in appropriate systems, including the Broking Platform
- Analyze exposures and coverage details, work through risk models, negotiate quotations, and assist in presenting and finalizing findings to clients
Requirements
What you’ll need- Bachelor’s degree with a minimum 3.0 GPA
- Date of graduation between May 2026 and May 2027
- Proficient in Microsoft Office Suite
- Intermediate to advanced Excel skills
- 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
- Excellent written and verbal communication skills
- Excellent presentation skills
- Analytically driven and detail oriented
- Exceptional interpersonal skills
- Excellent time management and prioritization abilities
- High collaboration skills
- Currently authorized to work in the United States and will not require sponsorship now or in the future
- Obtain the required insurance license within 90 days of hire
- Obtain and maintain an active surplus lines license for the resident state within the specified 120-day timeline
Benefits
Comp & perks- Overtime eligibility
- Medical insurance, including prescription coverage
- Dental insurance
- Vision insurance
- Health Savings Account
- Commuter Account
- Health Care and Dependent Care Flexible Spending Accounts
- Group Accident insurance
- Group Critical Illness insurance
- Life Insurance
- AD&D insurance
- Group Legal
- Identity Theft Protection
- Wellbeing Program
- Work/Life Resources, including Employee Assistance Program
- Paid Holidays
- Annual Paid Time Off, including paid state/local paid leave where required
- Short-Term Disability
- Long-Term Disability
- Bereavement, FMLA, ADA, Jury Duty, Military Leave, Parental and Adoption Leave
- Contributory Pension Plan
- Savings Plan (401k)
- Future full-time Graduate opportunities through the talent pipeline