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Associate Broker

Flow

Flow

Operations
Remote, OR, USA
Posted on Apr 24, 2025

Associate Broker

Location: Remote

About Flow

At Flow, AI isn't just a feature—it's the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage firm where AI powers every aspect of the experience. With advanced AI features already in production and actively used by our brokers, we've pioneered Wholesale 3.0-- A model that has managed to scale human expertise and white glove service through internal, platformless AI.

We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals.

Over the past seven months, we've experienced explosive growth—scaling month-over-month—and the momentum is only accelerating. Backed by over $20M in Series A funding from top-tier investors like Lightspeed, MunichRe Ventures, and leading industry angels, we're just getting started

The Role

Due to our significant growth, Flow is seeking an Associate Broker with a focus on Management Liability to join our team. You will be at the forefront of our digital transformation by reshaping the future of what it means to be a specialty wholesale broker. From a client segment perspective, Flow is targeting the middle market space, with a focus on specialty lines / other hard-to-place risks.

Primary Responsibilities

  • Oversee and manage a portfolio ensuring high renewal retention and maintaining strong client relationships
  • Evaluate and place policies, ensuring terms and conditions meet client needs while collaborating closely with underwriters
  • Process and evaluate quotes, create proposals, and compare quotes to ensure competitive pricing and the best coverage options for clients
  • Ensure all changes to the risk are addressed effectively and efficiently, adapting as needed to new market conditions and client requirements
  • Handle inside brokering for high-volume accounts, leveraging technology and AI agents to manage a substantial workload
  • Work in partnership with the tech team to streamline processes and use advanced AI-driven tools to manage and maintain business

Requirements

  • 3+ of insurance experience, specifically wholesale brokering and placement services
  • Must have key knowledge in D&O, EPL, Fiduciary & Crime. Inclusive of Private and Not-For-Profit D&O.
  • Highly detailed orientated, strong communication skills and the ability to collaborate effectively with underwriters, clients, and tech teams.
  • Ability to manage and prioritize multiple tasks, ensuring deadlines and client needs are consistently met.
  • Tech-savvy with a willingness to utilize AI agents and new technology to streamline processes and improve efficiency.

What you’ll get:

  • Thrive in a dynamic, fast-growing startup environment where your contributions directly influence the evolution of specialty wholesale brokering
  • 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 lucrative guaranteed draw base that scales based on your years of expertise. Coupled with a competitive commission structure, you have the potential for substantial earnings. Our commitment to recognizing your hard work extends to providing you valuable option grants that contribute to your overall success.