Internal Broker Leader - Casualty
USI Insurance Services · Atlanta, GA · 1 mo ago
FinanceFull-time
Responsibilities
- Accountable for full-cycle recruitment, management, and development of assigned team. Includes providing leadership, training, and performance management.
- Responsible for performance of Internal Brokers and/or existing commissioned brokers in assigned vertical.
- Work with leadership to strategically engage key USI offices with wholesale business opportunities that align with 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 internal wholesale brokerage team.
- Identify the appropriate market, price, coverage, terms, and conditions for internal clients.
- Identify the need, order, and evaluate additional risk assessment information.
- Evaluate quotes and contract provisions offered by insurance markets. Present pricing and terms.
- Take policy to completion with 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.
- Accountable for ensuring a high degree of accuracy in agency management systems.
- Engage in professional development and relevant industry training, if needed.
- Keep informed about industry information, technology, and trends.
Requirements
- 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 assigned Line of Business.
- Cultivate trading relationships with USI offices placing wholesale business that aligns with assigned Line of Business.
- Manage P&L to established key metrics and grow business within management expectations.
- 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 insurance industry market and appetite.
- Working knowledge of 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
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 time off policy, paid family leave benefit as well as paid holiday time.