KEY RESPONSIBILITIES

Followingis a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.  

• Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines

• Market insurance products by identifyingappropriate coveragesolutions through accessible markets for less complex risks

• Negotiate coverage terms with carriers within defined underwriting and pricing parameters

• Serve as a primary point of contact for agents on assigned accounts, managing communication and responding to inquiries in a high-volume environment

• Ensure accuracy of submissions and policy information, including risk details and coverage structure

• Monitor assigned accounts tomaintaincompliance with company policies, procedures, and underwriting standards

• Support production goals by driving transactional deal flow and contributing to overall team performance

EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Bachelor’s degree or relevant insurance designation preferred 

• Experience within wholesale insurance, including quoting, placement, or account management responsibilities 

• Experience expectations increase across the career path, with progression toward more complex deal execution and broader market responsibility 

CERTIFICATIONS, LICENSES, REGISTRATIONS

• Appropriate state-specific insurance licenserequired.Additionalcertifications may be pursued to support technical development and career progression.

FUNCTIONAL SKILLS 

• Strong understanding of insurance products, underwriting concepts, and market placement practices 

• Ability to analyze risk information and match coverage solutions within defined guidelines 

• Effective communication and relationship management skills with agents and carriers 

• Ability to manage high-volume workflows with speed and accuracy 

• Strong organizational and time management skills with ability to prioritize competing demands 

• Proficiency in systems and tools used to support quoting, placement, and servicing activities 

The annual base salary for this position is $88k - $110k.