Wholesale Solutions Specialist - Licensed (Flex/Home Office)
About the position
This experienced-level role focuses on providing insurance carrier placement guidance and service to the field while managing a profitable book of business. The position emphasizes maintaining strong relationships with field agents and partners to ensure smooth brokerage operations and high-quality customer service.
Responsibilities
Ā Provide expertise to facilitate the placement of accounts with admitted and non-admitted carrier partners/brokers.
,
Ā Consult on a broad variety of commercial and personal lines coverages.
,
Ā Oversee a book of business within a geographic territory.
,
Ā Analyze submissions and make decisions based on individual risk characteristics, exposure analysis, and hazard recognition.
,
Ā Accept, decline, or modify new and renewal business based on insurance company authority levels.
,
Ā Utilize underwriting guidelines to ensure compliance with authority levels and state regulations.
,
Ā Review and analyze relevant underwriting information for risks including applications, inspections, and loss history.
,
Ā Price business according to insurance company underwriting and pricing guidelines.
,
Ā Handle new and renewal placement processes including rating, negotiating, and preparing presentation materials.
,
Ā Work with internal staff or carriers to resolve questions and issues related to applications or policies.
,
Ā Assist agents and staff with carrier information and general processes and procedures.
,
Ā Maintain positive relationships with brokerage and alliance companies to uphold high customer service standards.
Requirements
Ā Demonstrated experience providing customer-driven solutions, support, or service.
,
Ā Proficiency in using PC software applications (e.g., Microsoft Office, Internet Explorer, Outlook, Excel).
,
Ā Experience in account management/insurance placement for commercial and specialty personal lines products.
,
Ā Solid knowledge and application of underwriting concepts and servicing for excess/surplus coverages.
,
Ā Understanding of brokerage customer service, carrier placement, and policy processing processes.
,
Ā Experience using reference materials, reading policy language, and processing rules and procedures.
,
Ā Understanding of carrier appetites and market conditions.
,
Ā Experience consulting with agents.
,
Ā Strong written and verbal communication skills.
,
Ā Proof of successful completion of the AD Banker On-Line Pre-Licensing Course for unlicensed candidates.
Nice-to-haves
Ā Experience in a flex office/home role.
,
Ā Knowledge of state regulatory requirements for insurance licensing.
Benefits
Ā Comprehensive medical, dental, and vision benefits.
,
Ā 401(k) contribution and pension plan.
,
Ā Annual incentive program.
,
Ā 9 paid holidays and 23 days of paid time off annually.
,
Ā Student loan repayment program.
,
Ā Paid family leave.
Apply Now
This experienced-level role focuses on providing insurance carrier placement guidance and service to the field while managing a profitable book of business. The position emphasizes maintaining strong relationships with field agents and partners to ensure smooth brokerage operations and high-quality customer service.
Responsibilities
Ā Provide expertise to facilitate the placement of accounts with admitted and non-admitted carrier partners/brokers.
,
Ā Consult on a broad variety of commercial and personal lines coverages.
,
Ā Oversee a book of business within a geographic territory.
,
Ā Analyze submissions and make decisions based on individual risk characteristics, exposure analysis, and hazard recognition.
,
Ā Accept, decline, or modify new and renewal business based on insurance company authority levels.
,
Ā Utilize underwriting guidelines to ensure compliance with authority levels and state regulations.
,
Ā Review and analyze relevant underwriting information for risks including applications, inspections, and loss history.
,
Ā Price business according to insurance company underwriting and pricing guidelines.
,
Ā Handle new and renewal placement processes including rating, negotiating, and preparing presentation materials.
,
Ā Work with internal staff or carriers to resolve questions and issues related to applications or policies.
,
Ā Assist agents and staff with carrier information and general processes and procedures.
,
Ā Maintain positive relationships with brokerage and alliance companies to uphold high customer service standards.
Requirements
Ā Demonstrated experience providing customer-driven solutions, support, or service.
,
Ā Proficiency in using PC software applications (e.g., Microsoft Office, Internet Explorer, Outlook, Excel).
,
Ā Experience in account management/insurance placement for commercial and specialty personal lines products.
,
Ā Solid knowledge and application of underwriting concepts and servicing for excess/surplus coverages.
,
Ā Understanding of brokerage customer service, carrier placement, and policy processing processes.
,
Ā Experience using reference materials, reading policy language, and processing rules and procedures.
,
Ā Understanding of carrier appetites and market conditions.
,
Ā Experience consulting with agents.
,
Ā Strong written and verbal communication skills.
,
Ā Proof of successful completion of the AD Banker On-Line Pre-Licensing Course for unlicensed candidates.
Nice-to-haves
Ā Experience in a flex office/home role.
,
Ā Knowledge of state regulatory requirements for insurance licensing.
Benefits
Ā Comprehensive medical, dental, and vision benefits.
,
Ā 401(k) contribution and pension plan.
,
Ā Annual incentive program.
,
Ā 9 paid holidays and 23 days of paid time off annually.
,
Ā Student loan repayment program.
,
Ā Paid family leave.
Apply Now