Inside Broker for Wholesale Insurance - Remote

Overview

The Inside Broker will oversee a portfolio of clients through relationship building and client account development. This will be a remote role and accommodations will be provided. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

In Short

• Oversee a portfolio of clients
• Handle service requests and identify risk issues
• Quote additional coverages and policies
• Track renewals
• Manage client service needs
• Interact with clients to discuss needs
• Process account transactions
• Follow agency procedures for renewals
• Provide quotes for additional lines of business
• Ensure document accuracy and timely handling

Requirements

• Property & Casualty license is required
• Minimum of 2 years of previous P&C wholesale insurance experience
• Proficient in Microsoft Office and agency management software
• Knowledge of commercial lines insurance coverage
• Skilled in client relations and communication
• Ability to work independently
• Team player with a strong work ethic
• Attention to detail
• Ability to follow and develop processes
• Strong problem-solving skills

Benefits

• Remote work opportunity
• Supportive work environment
• Equal employment opportunities
• Accommodations for disabilities
• Diverse workplace culture