Inside Broker for Wholesale Insurance

Novatae Risk Group; Boston (MA); Remote; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an Inside Broker to manage client relationships and develop accounts in a remote setting. This entry-level position involves overseeing service requests, quoting additional coverages, and ensuring timely renewals. The ideal candidate will have a Property & Casualty license and a minimum of two years of experience in wholesale insurance. With a focus on interpersonal communication and attention to detail, you will play a crucial role in enhancing client satisfaction and agency efficiency. Join a diverse team that values your contributions and offers opportunities for growth in the dynamic insurance sector.

Qualifications

• 2+ years of experience in P&C wholesale insurance required.
• Must possess a Property & Casualty license.

Responsibilities

• Oversee client portfolios and handle service requests.
• Process renewals and manage account transactions.

Skills

Property & Casualty license

P&C wholesale insurance experience

Microsoft Office proficiency

Interpersonal skills

Attention to detail

Independent work ability

Team player

Tools

Agency management software

Job description

The Inside Broker will oversee a portfolio of clients through relationship building and client account development. This will be a remote role with accommodations provided. Responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

Requirements

• Property & Casualty license is required.
• Minimum of 2 years of previous P&C wholesale insurance experience.
• Proficient in basic computer skills, such as Microsoft Office and agency management software.
• Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
• Skilled in developing excellent interpersonal and client relations; producing effective, accurate verbal and written communication, active listening, and attention to detail to ensure document accuracy.
• Ability to work independently, applying knowledge and experience to achieve outstanding results.
• Ability to follow and help develop processes and procedures to improve agency efficiency.
• Team player with a strong work ethic and positive attitude.

Qualifications

• Manage client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, correspondence, coverage analysis, and claim reporting.
• Interact with clients to discuss needs, respond to inquiries, solicit sales, and resolve issues.
• Process renewals and remarket accounts for renewal marketing.
• Provide quotes for additional lines of business as needed.
• Handle account transactions accurately and timely, following agency procedures.
• Follow credit and collection procedures for invoicing and payments.
• Manage cancellations according to standards, addressing carrier and client requests.

Equal Employment Opportunity

At Novatae Risk Group, we celebrate diversity and are committed to equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, or veteran status. We provide reasonable accommodations for known physical or mental limitations unless it imposes undue hardship.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance