New Business Broker- P&C

Responsibilities

• Take ownership of clients following the sales process and manage the transition from sale to implementation.
• Guide customers through onboarding, information gathering, and policy setup activities.
• Ensure all required documentation, disclosures, and compliance requirements are completed accurately and timely.
• Serve as the primary point of contact throughout implementation until policies are successfully issued.
• Utilize Franklin Madison's multi-carrier quoting platform to generate, compare, and present insurance solutions.
• Evaluate carrier options based on customer needs, underwriting requirements, pricing, and coverage considerations.
• Bind and place business with approved carrier partners in accordance with licensing requirements and carrier guidelines.
• Maintain a strong understanding of carrier appetite, product offerings, underwriting criteria, and service standards.
• Act as the organization's subject matter expert for the personal lines quoting experience.
• Develop deep knowledge of system functionality, workflows, integrations, and user experiences.
• Identify bottlenecks, process gaps, and opportunities to improve quote conversion, cycle times, and customer satisfaction.
• Partner with technology, operations, and carrier teams to enhance quoting tools and workflows.
• Document and maintain standard operating procedures for quoting, placement, and onboarding activities.
• Recommend and implement workflow improvements that increase efficiency and scalability.
• Aid in defining business requirements for system enhancements and technology integrations.
• Monitor operational metrics and provide feedback on process performance and customer outcomes.
• Cross-functional collaboration with Sales, carrier partners, Product, Technology, Compliance, and Operations teams to improve customer experiences and operational effectiveness.
• Support training initiatives related to quoting tools, workflows, and carrier capabilities.

Requirements

• Active Property & Casualty insurance license.
• 3+ years of personal lines insurance experience in an agency, brokerage, MGA, carrier, or insurtech environment.
• Experience utilizing comparative rating or multi-carrier quoting platforms.
• Knowledge of personal lines products including auto, homeowners, renters, umbrella, and related coverages.
• Understanding of insurance placement, underwriting requirements, and policy issuance processes.
• Strong organizational skills with the ability to manage multiple client implementations simultaneously.
• Excellent verbal and written communication skills.
• Ability to analyze workflows and recommend process improvements.