Risk Transfer Associate

Position Summary:

Immersive training within the Property + Casualty (P+C) Department to acclimate associate to all sub-business units of the P+C Department. Associate will have hands-on learning opportunities within Risk Transfer to develop their ability to apply concepts from learning sessions in real-time situations related to placement of commercial insurance and administrative tasks throughout the policy cycle. Associate will participate in collaborative conversations from a Risk Transfer perspective related to the Client Journey.

Career Path:

Position can be promoted into varying paths. Associate promotion assessment to include conversation on Career Path goals of associate.

High Level Duties: 60% of time

• In-person rotation with key Sub-Business Units within P+C Department including:

-Risk Services/Claims, Analytics, Advocacy (.5 days/week)

• Shadow opportunities with Client Executive Team to gain general understanding of their roles and how they function within the Department (.5 days/week)
• On the job training with Risk Transfer team including:

-Risk Placement and day-to-day administration (approx. 2 days/week)

Core Tasks:

• Renewal Cycle: Transaction, Submission, Quote to Proposal, Binding
• Day to day tasks: Audit processing, endorsements requesting/processing, certificates of insurance and evidence of property, auto id’s, invoicing/accounting, contract review, policy checking. Ad hoc projects may be assigned to associate for broader understanding of various concepts.

Training: 40% of time

Technical Skills: (.5 days/week live + practice 1 day)

• Concept
• Application (click path)
• Practice
• Review

Educational Skills:

• License – Complete classes and pass licensing test
• Insurance Professional School (.5 days/week)

Position Details:

• Seeking December 2025/May 2026 grads to start with training cohort in June 2026
• Hybrid (onsite 3 days/week once trained)