Insurance Broker

Dunbar Beddingfield; Houston (TX); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Dunbar Beddingfield in Houston, TX is hiring an Insurance Broker to manage a portfolio of clients, assess risk profiles, and identify suitable products and coverage options.

The role is full-time with a hybrid work arrangement, requiring timely quotes, carrier negotiations, documentation, and strict regulatory compliance.

Strong communication, analytical, and licensing readiness are essential, with collaboration across internal teams to deliver value and service excellence.

Qualifications

• Strong client relationship and communication skills.
• Analytical and problem-solving abilities to evaluate risk exposures and recommend coverage.
• Organizational and time-management capabilities to handle multiple client accounts and documentation.

Responsibilities

• Manage a portfolio of clients and assess risk profiles.
• Consult with clients and prepare quotes and proposals for coverage.
• Negotiate terms with carriers and process policy changes, renewals, and claims documentation.
• Maintain accurate records and ensure regulatory and company compliance.
• Collaborate with internal teams to support business development and process improvements.

Skills

Client relationship management

Analytical thinking

Communication skills

Time management

Negotiation

Regulatory awareness

Education

Bachelor’s degree in business/finance/risk management

Tools

CRM systems

Quoting platforms

Productivity software

Job description

Company Description Dunbar Beddingfield is a risk management and insurance firm focused on helping businesses and individuals protect their assets and manage exposure to potential losses. The company provides tailored insurance solutions and advisory services designed to address complex and evolving risk landscapes. By combining industry knowledge with analytical insight, Dunbar Beddingfield works to deliver appropriate coverage and long-term value to its clients. Team members collaborate closely with clients and carriers to ensure transparent communication, efficient service, and reliable support.

Role Description The Insurance Broker role at Dunbar Beddingfield is a full-time position based in Houston, TX with a hybrid work arrangement, allowing work from home. The Insurance Broker will manage a portfolio of clients, assess their risk profiles, and identify suitable insurance products and coverage options. Day-to-day responsibilities include consulting with clients, preparing quotes and proposals, negotiating terms with carriers, and processing policy changes, renewals, and claims-related documentation. The role involves maintaining accurate records, ensuring regulatory and company compliance, and proactively following up with clients to address questions and coverage needs. The Insurance Broker will collaborate with internal teams to support business development efforts and contribute to continuous improvement of service processes.

Qualifications

• Strong client relationship and communication skills, including the ability to explain insurance concepts clearly and professionally.
• Analytical and problem-solving skills to evaluate risk exposures, compare coverage options, and recommend appropriate insurance solutions.
• Organizational and time-management abilities to handle multiple client accounts, deadlines, and documentation with attention to detail.
• Proficiency with office and insurance-related software tools, including CRM systems, quoting platforms, and standard productivity applications.
• Knowledge of risk management and insurance principles; prior experience in brokerage, underwriting, or related financial services is preferred.
• Ability to work effectively in a hybrid environment, demonstrating self-motivation, accountability, and collaboration with on-site and remote colleagues.
• Relevant professional licensing as required in Texas (such as Property & Casualty insurance license) or eligibility and willingness to obtain it promptly.
• Bachelor’s degree in business, finance, risk management, or a related field is beneficial, though equivalent experience will be considered.