Founding Wholesale Broker - Casualty and Excess

About the role

You will combine retail-agency relationships, market judgment, placement craft, and relentless follow-through to produce durable revenue in general liability, excess, umbrella, and complex casualty risks.

Compensation And Upside Target

• OTE is $500K.
• Base salary is $125K-$250K, creating a target cash range of $475K-$600K across the base range.
• Target variable compensation is $350K at $5M in annual new bound premium, with uncapped accelerators above target.
• Equity is 0.50% at hire, with up to an additional 0.25% performance grant.

What You Will Own

• Build a focused retail-agency pipeline in casualty and excess.
• Qualify risks, shape submissions, and select the right markets for each opportunity.
• Negotiate terms, explain tradeoffs, and drive placements from intake through bind.
• Maintain disciplined pipeline, renewal, and revenue forecasting.
• Turn placement knowledge into repeatable playbooks and product feedback.

Who Thrives Here

• You have at least three years of brokerage, underwriting, or closely related experience in casualty and excess.
• You have a strong network, sharp market judgment, and the operating discipline to manage details without losing commercial momentum.

WORK MODEL

• This role is based in San Francisco and works in person with the team six days a week.

INTERVIEW PROCESS

• Application review.
• A focused introductory conversation.
• A production, book, and market-relationship deep dive.
• A live placement working session using a realistic casualty and excess risk.
• A final conversation with the founders.