Careers

Associate Broker, Professional and Management Liability

Location: Mountain View, CA or Remote

About Flow Specialty

Flow is pioneering Wholesale 3.0 — Our brokers are equipped with state of the art technology so that we can deliver a best in class wholesale insurance experience. For every. single. submission. We know the industry is tired of portals. We're powering human expertise with Platformless AI to bring back the experience of Wholesale Insurance: meaningful insights, deep analysis, white glove support — no matter the deal size.

Backed by top-tier VCs (Munich Re and Lightspeed Venture Partners), our focus is Professional, Management and Cyber Liability.

The Role

We are seeking an Associate Broker to join us in reshaping the future of insurance distribution. You will be a key player in our growth journey, responsible for managing and expanding our portfolio of clients as well as working closely with our internal production team to ensure a seamless and efficient experience. If you're passionate about leveraging technology to streamline insurance processes, and thrive in a fast-paced startup environment, this role is tailor-made for you.

Primary Responsibilities

• Client Management: Build and maintain strong relationships with our clients, understanding their unique needs and business goals
• Serve as the main point of contact between clients and underwriters to find solutions that satisfy both parties (appropriate coverage by assessing risks, negotiating policy terms, managing ongoing relationships)
• Policy Analysis and Placement: Conduct thorough analysis of client risk profiles to recommend appropriate coverage solutions
• Portfolio Growth: Identify cross-selling and up-selling opportunities within the existing client base. Actively participate in business development efforts to acquire new commercial clients and contribute to Capitola’s hyper-growth

Requirements:

• Deep knowledge in at least one (ideally 2) of the coverage lines: D&O, E&O and Cyber
• 3-5 years of experience within a wholesale brokerage
• Experience working with portals and technology
• Excellent relationship-building skills and the ability to thrive in a high-energy startup environment
• Embrace a Builder's Mindset: Cultivate a proactive, hands-on approach where you see challenges as opportunities to create and innovate. In a startup, adopting this mindset means being resourceful, experimenting with new ideas, and continuously iterating to build better products, processes, and solutions.
• Passionate about a great customer experience and redefining insurance using technology

What you’ll get:

• Thrive in an exciting hyper-growth startup where your contributions shape the future of insurance
• If located in the area, you have the opportunity to work in the heart of innovation at our vibrant office in Mountain View, CA
• Unlimited PTO
• Comprehensive Health, Dental and Medical Benefits
• 401K Retirement Plan
• Option Grants

At Flow Specialty, your experience is rewarded with a competitive annual base determined by a variety of factors including: years of experience, market data, location and domain knowledge. Our commitment to recognizing your hard work extends to providing you valuable option grants that contribute to your overall success.