Internal Broker Leader - Casualty

General Description

Determine whether prospective client accounts can be placed within existing brokerage market carrier partners. Identify and arrange for appropriate insurance coverage through accessible brokerage and program markets. Provide management and oversight for Internal Broker Specialists and/or existing brokers in the assigned Line of Business. Cultivate trading relationships with USI offices placing wholesale business that aligns with the assigned Line of Business. Manage P&L to established key metrics and grow business within management expectations.

Responsibilities

• Accountable for full‑cycle recruitment, management, and development of the assigned team, including leadership, training, and performance management.
• Responsible for performance of Internal Brokers and/or existing commissioned brokers in the assigned vertical.
• Work with leadership to strategically engage key USI offices with wholesale business opportunities that align with the assigned vertical.
• Manage assigned P&L with a focus on growth and proper cost controls to achieve profit margins.
• Market, quote, and bind new and renewal business directed to the internal wholesale brokerage team.
• Identify the appropriate market, price, coverage, terms, and conditions for internal clients.
• Identify the need for, order, and evaluate additional risk‑assessment information.
• Evaluate quotes and contract provisions offered by insurance markets and present pricing and terms.
• Take policy to completion by recommending and binding coverage, invoicing, and policy issuance.
• Develop and maintain relationships with internal resources and existing insurance carriers.
• Build relationships with new insurance carriers and expand product offerings with current partners.
• Ensure a high degree of accuracy in agency management systems.
• Engage in professional development and relevant industry training, as needed.
• Stay informed about industry information, technology, and trends.

Requirements

• 5–7 years of Property & Casualty brokerage or underwriting experience.
• College degree preferred.
• Must hold or will obtain Property & Casualty and/or appropriate business licensure.
• Ability to manage a team effectively.
• Broad and deep knowledge of the insurance industry market and appetite.
• Working knowledge of the Microsoft Office suite of products.
• Ability to meet established performance and revenue targets.
• Ability to provide market intelligence, consultation, and client‑specific assistance to inside sales associates.
• Willingness to travel 33%–50% of the time in accordance with business development duties.

Benefits

• Medical, wellness, dental, and vision coverage.
• 401(k) retirement plan.
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
• Short‑ and long‑term disability insurance.
• Life insurance and other employer‑sponsored voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.