A Day in the Life of an Associate Broker at Hull and Company
Cameron, an Associate Broker at Hull & Company, describes a flexible work arrangement, balancing remote work from Southern California with monthly trips to Northern California to meet with the team and clients. A typical workday involves prioritizing "a lot of emails" from East Coast partners, then servicing agent and carrier partner needs, and finally, submitting new business to markets in the afternoon to secure deals.
Communication, Sales, Client Service, Remote Work, Insurance
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Cameron English
Associate Broker
Hull & Company
Concordia University-Irvine
Concordia University-Irvine, Coaching & Athletic Administration
Business Management & Admin
Insurance
Sales and Client Management
Scholarship Recipient, Student Athlete
Video Highlights
1. Associate brokers often work remotely, enabling flexibility in location and work-life balance.
2. A significant portion of the job involves communication and collaboration with clients and carrier partners, often across different time zones.
3. The role combines various tasks such as email management, servicing agent needs, vetting business opportunities, and submitting proposals to secure deals for clients and carrier partners.
Transcript
What does a day in the life of an associate broker look like?
For my role, especially with COVID and all the changes to work and where you work, I currently work from home fully remote. I was in the office in our Irvine office for three years, but some changes happened.
These changes allowed me to work out of Northern California where my team is. I live in Southern California and commute up once a month for about four to five days. I'll fly up there, hang out with the team, and visit clients for a few days, then come back here. It's like getting the best of both worlds.
As for my daily routine, a lot of it involves our carrier partners and some clients who are on the East Coast. This means waking up as early as I can, around seven. I get emails out and respond to those from our East Coast partners early on.
I prioritize what needs immediate attention. When I wake up, there might be ten emails or it could be a hundred. I make sure to take care of what's urgent and then get into the workflow.
After that, it shifts to servicing. This involves anything agents or our carrier partners need from us. This could be certain inquiries or new business that comes in. I need to vet these and review them to ensure it's a solid piece of business where we have a chance to win.
On the sales side, in the afternoon, I send out new business submissions to the markets. I'm trying to see what quotes we can get and what information we can receive back from our carrier partners. The goal is to hopefully close a deal and win that business.