Wholesale Broker

Requirements

Description and Requirements

Job Description: Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.

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.
• May, based on business needs and book size, assume people‑management responsibility for client service and underwriting staff.

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 or will obtain Property & Casualty and/or appropriate business licensure.
• 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 needs and recommend solutions.
• Ability to work effectively in a team environment and across all organizational levels.
• Excellent verbal, written, and interpersonal communication skills.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.