Broker, California

Jimcor Agencies; Irvine (CA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

Paid time off

Retirement plan with employer match

Medical/dental/vision/life insurance

Education assistance

Wellness program

Employee assistance program

Job summary

Jimcor Agencies in Irvine, CA seeks a results-driven insurance professional to generate submissions, build broker relationships, and place risks with carriers. You will negotiate terms and pricing with urgency, support client presentations, and coordinate with internal teams to ensure timely processing and accurate documentation.

Required: Producer’s License, 3+ years of insurance experience, brokerage exposure, and proven negotiation and sales abilities.

Qualifications

• Must have Producer’s License.
• 3+ years of insurance experience.
• Prior exposure to insurance brokerage activities.
• Strong negotiation & sales skills.
• Excellent oral and written communications skills.

Responsibilities

• Develop client relationships to generate submission opportunities and a regular flow of business.
• Review submission documents and prepare loss pics, risk summaries, and narratives.
• Market the risk to suitable markets and negotiate terms & pricing.
• Provide quotes, comparisons, and illustrations for client presentations.
• Utilize automated systems to develop information for new or renewal policies.
• Prepare quotations for agents and respond to inquiries from agents, policyholders, or prospects.
• Review requests for cancellation, endorsements, etc.
• Assist with renewal and remarketing decisions.
• Obtain additional documentation needed for applications, endorsements, or cancellations.
• Conduct marketing visits to agents and attend industry events.
• Mentor and guide team members handling risks.
• Perform other duties as assigned.

Skills

Producer’s License

Insurance experience

Brokerage experience

Negotiation skills

Sales skills

Written and verbal communication

Analytical skills

High sense of urgency

Underwriting knowledge

Independence

Interpersonal skills

Industry regulations knowledge

Tools

Underwriting software

Job description

This position is focused on generating opportunities, client relationships and brokerage placements of their area of coverage specialty. Creates relationships with existing and new brokerage carriers, to negotiate terms and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking and regular mail.

Essential Duties and Responsibilities

• Develop client relationships to generate submission opportunities and a regular flow of business
• Review submission documents received to prepare additional information including; loss pics/summaries, loss stratifications, risk summaries, narratives, online research and requesting additional information needed from the client
• Select and market the risk, by line of coverage, to markets to negotiate terms & pricing
• Provide comparisons and illustrations to compare options and support client presentation process
• Utilizes knowledge of automated systems to develop information for new or renewal policies
• Prepares quotations for agents and answers inquiries from agents, policyholder, or prospects
• Reviews requests for cancellation, endorsements, etc
• Reviews policies for renewal consideration and remarketing
• Request additional documentation necessary for the processing of an application, endorsement or cancellation
• Conduct marketing visits to agents and attend industry events.
• Work with support associates, assistants and central processing to assure work is completed in a timely manor and with accuracy. This may include mentorship and guidance of the team member working with you on risks
• Performs other duties as assigned

Qualifications/Requirements

• Must have Producer’s License
• 3 plus years of insurance experience
• Prior exposure to insurance brokerage type activities
• Basic familiarity with computers
• Good oral and written communications skills
• Strong analytical skills and the ability to pay attention to details
• A high sense of urgency
• Resourceful and controlled assertive behavior characteristics
• Must have demonstrated negotiation & sales skills
• Technical knowledge of insurance coverage forms and their application to exposure
• Knowledge of departmental regulations and policies
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines and standard accepted underwriting practices
• Strong interpersonal skills working with Staff and Company Underwriters
• Experience in standard underwriting practices and procedures
• Associated classes or courses and/or industry license, or designation

Job Summary

This position is focused on generating opportunities, client relationships and brokerage placements of their area of coverage specialty. Creates relationships with existing and new brokerage carriers, to negotiate terms and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking and regular mail.

Essential Duties and Responsibilities

• Develop client relationships to generate submission opportunities and a regular flow of business
• Review submission documents received to prepare additional information including; loss pics/summaries, loss stratifications, risk summaries, narratives, online research and requesting additional information needed from the client
• Select and market the risk, by line of coverage, to markets to negotiate terms & pricing
• Provide comparisons and illustrations to compare options and support client presentation process
• Utilizes knowledge of automated systems to develop information for new or renewal policies
• Prepares quotations for agents and answers inquiries from agents, policyholder, or prospects
• Reviews requests for cancellation, endorsements, etc
• Reviews policies for renewal consideration and remarketing
• Request additional documentation necessary for the processing of an application, endorsement or cancellation
• Conduct marketing visits to agents and attend industry events.
• Work with support associates, assistants and central processing to assure work is completed in a timely manor and with accuracy. This may include mentorship and guidance of the team member working with you on risks
• Performs other duties as assigned

Qualifications/Requirements

• Must have Producer’s License
• 3 plus years of insurance experience
• Prior exposure to insurance brokerage type activities
• Basic familiarity with computers
• Good oral and written communications skills
• Strong analytical skills and the ability to pay attention to details
• A high sense of urgency
• Resourceful and controlled assertive behavior characteristics
• Must have demonstrated negotiation & sales skills
• Technical knowledge of insurance coverage forms and their application to exposure
• Knowledge of departmental regulations and policies
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines and standard accepted underwriting practices
• Strong interpersonal skills working with Staff and Company Underwriters
• Experience in standard underwriting practices and procedures
• Associated classes or courses and/or industry license, or designation

We offer a total compensation package which includes salary plus a full comprehensivebenefits package. Package includes Paid Time Off Days, Paid Holidays, Hybrid Work Schedule, Retirement Plan with Employer Match, 100% Single Employer Paid Medical, Dental, Vision, Life Insurance, Education Assistance, Various Voluntary Benefits, Wellness Program Including Mental Health Support and an Employee Assistance Program (EAP) and More.