Wholesale Broker - Professional Lines
USI Insurance Services
Job Description: Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth. Manage a team of client service and underwriting staff.
Responsibilities: • Develop and maintain business relationships with sales associates, underwriters, and insurance company representatives.• Solicit submissions from sales associates.• Provide quotes for insurance coverage and successfully place accounts.• Accountable for full cycle recruitment, management, and development of assigned team. Includes monitoring and directing work, performance management, and training. • Handle complaints and inquiries.• Communicate account and business problems to branch or division manager. Includes complaints and potential errors and omissions incidents.• Collect unpaid receivables from sales associates. Utilize company’s accounting system.• Obtain and maintain production levels established by branch or division manager.• Keep current with insurance products offerings and industry trends, including advantages and disadvantages.
Knowledge, Skills and Abilities:• 3-5 years of experience in insurance brokerage, carrier, or related business sales experience. Includes calling on senior executives. • College degree preferred. • Must hold a Property & Casualty insurance license. • Extensive knowledge of insurance coverages/products. • Experience developing and maintaining strong working relationships with customers and prospects. • Strong problem-solving skills. Ability to comprehend customer issues/needs and recommend solutions. • Ability to work effectively in a team environment and across all organizational levels.• Excellent verbal, written, and interpersonal communication skills.
Responsibilities: • Develop and maintain business relationships with sales associates, underwriters, and insurance company representatives.• Solicit submissions from sales associates.• Provide quotes for insurance coverage and successfully place accounts.• Accountable for full cycle recruitment, management, and development of assigned team. Includes monitoring and directing work, performance management, and training. • Handle complaints and inquiries.• Communicate account and business problems to branch or division manager. Includes complaints and potential errors and omissions incidents.• Collect unpaid receivables from sales associates. Utilize company’s accounting system.• Obtain and maintain production levels established by branch or division manager.• Keep current with insurance products offerings and industry trends, including advantages and disadvantages.
Knowledge, Skills and Abilities:• 3-5 years of experience in insurance brokerage, carrier, or related business sales experience. Includes calling on senior executives. • College degree preferred. • Must hold a Property & Casualty insurance license. • Extensive knowledge of insurance coverages/products. • Experience developing and maintaining strong working relationships with customers and prospects. • Strong problem-solving skills. Ability to comprehend customer issues/needs and recommend solutions. • Ability to work effectively in a team environment and across all organizational levels.• Excellent verbal, written, and interpersonal communication skills.
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