Broker

The Role

The Broker will be responsible for negotiation and placement of Commercial P&C Insurance programs for both new business and renewal clients by providing knowledge, leadership, insight, and direction to ensure that client’s expectations are met.

The size and complexity of clients will vary, but are typically upper Middle Market companies in areas including but not limited to Manufacturing, Construction, Healthcare, Hospitality, Technology, Financial Institutions, and Business Services. Primary focus is on Workers Compensation, General Liability, Commercial Auto, Umbrella / Excess, and Property – but could also include Professional Liability, Environmental / Pollution, Cyber, and others on an as needed basis.

Specific Responsibilities

• Preparing and transmitting program submissions to our partner markets
• Negotiating broad coverage and lowering cost to achieve the best results available in the market
• Creating client facing proposal documents that clearly outline and compare terms, conditions, and cost of the various program options
• Presenting program results directly to the client in person and over the phone
• Performing coverage needs and gap analysis in order to recommend program improvements
• Reviewing and evaluating loss information and other analytics reports to assess client risk
• Building and maintaining relationships with partner carriers, programs, and wholesale markets
• Independently organizing, managing, and tracking book of business
• Ability to work under reasonably tight deadlines as required
• Participating in regular client and underwriting meetings, in person and over the phone
• Effectively communicating with producers and service teams who are responsible for the overall client relationship on a day-to-day basis
• Collaborating with internal and external resources and specialists to explore new markets, program options, coverage differentiators, and industry trends