Broker Associate – Private Capital

Job Description

JOB  SUMMARY

• Support senior brokers in structuring and placing private equity insurance programs across multiple lines of coverage
• Develop clear, professional client-facing materials, including proposals and side-by-side coverage comparisons.
• Liaise with underwriters to collect terms, negotiate coverage, and support smooth execution of placements.
• Run benchmarking, loss analysis, and data-driven tools to support renewal strategy and pricing discussions.
• Work closely with due diligence project managers and account executives to finalize client proposals and deliverables.
• Assist in preparing renewal strategy documents and proposals, including benchmarking insights and supporting analytics.
• Partner across teams to ensure exceptional client service and successful deal execution.
• Assist in running excel reports and analysis focused on carrier trends, loss ratios, and renewal metrics, and help keep account lists, submission trackers and data records up to date.

• Early-career professionals (0–3 years) years of experience in insurance, finance, consulting, analytics, or related field
• Strong analytical and quantitative skills, with proficiency in excel and data-driven tools
• Highly organized with strong attention to detail and deadline management
• Clear, professional written and verbal communication skills
• Ability to collaborate effectively across broker, underwriting, and client service teams
• Willingness to obtain appropriate insurance licensing
• Proficient in excel and PowerPoint with the ability to produce polished, client-ready materials
• Ability to thrive in a fast-paced, deal-driven environment.
• Demonstrate a collaborative, team-first mindset-we succeed together.

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