Internal Broker - Casualty (CST)

USI Insurance Services; Dallas, Northern (TX, KY); On-site; USD 90,000 - 130,000; Full time

Job summary

USI Insurance Services is seeking an Internal Broker Specialist to evaluate prospective client accounts and secure coverage through our wholesale brokerage partners. You will market, quote, and bind new and renewal business, select markets and terms, and manage the full policy lifecycle from binding to invoicing.

You will build relationships with internal resources and carriers, stay current on industry trends, and strive to meet performance and revenue targets.

Qualifications

• 5+ years of Property & Casualty insurance experience.
• 2+ years brokerage or underwriting experience.
• High School diploma or equivalent; college degree preferred.
• Property & Casualty license or applicable business licensure is required.
• Proficiency in Microsoft Office Suite.
• Proven ability to meet performance and revenue targets.
• Ability to provide market intelligence, consultation, and tailored support to inside sales associates.

Responsibilities

• Market, quote, and bind new and renewal business directed to the internal wholesale brokerage team.
• Identify appropriate markets, pricing, coverage, terms, and conditions for internal clients.
• Evaluate quotes and contract provisions from insurance carriers and present pricing and coverage terms.
• Manage the full policy lifecycle – from recommending and binding coverage to invoicing and issuing policies.
• Develop and maintain relationships with internal resources and existing insurance carriers.
• Build relationships with new insurance carriers.
• Ensure accuracy and completeness of data in agency management systems.
• Participate in ongoing professional development and industry training.
• Stay current on industry trends, emerging technologies, and market developments.

Skills

Market intelligence

Client consultation

Revenue target achievement

Industry research

Education

High School diploma or equivalent

College degree preferred

Tools

Microsoft Office Suite

Job description

The Internal Broker Specialist is responsible for evaluating prospective client accounts to determine placement viability with existing brokerage carrier partners. In this role, you will identify and secure appropriate insurance coverage through accessible brokerage markets, ensuring optimal solutions for internal clients.

What You'll Do:

• Market, quote, and bind new and renewal business directed to the internal wholesale brokerage team.
• Identify appropriate markets, pricing, coverage, terms, and conditions for internal clients.
• Evaluate quotes and contract provisions from insurance carriers and present pricing and coverage terms.
• Manage the full policy lifecycle – from recommending and binding coverage to invoicing and issuing policies.
• Develop and maintain relationships with internal resources and existing insurance carriers.
• Build relationships with new insurance carriers.
• Ensure accuracy and completeness of data in agency management systems.
• Participate in ongoing professional development and industry training.
• Stay current on industry trends, emerging technologies, and market developments.

What We're Looking For:

• 5+ years of Property & Casualty insurance experience.
• 2+ years of brokerage or underwriting experience.
• High School diploma or equivalent required; college degree preferred.
• For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
• Proficiency in Microsoft Office Suite.
• Proven ability to meet performance and revenue targets.
• Ability to provide market intelligence, consultation, and tailored support to inside sales associates.

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 .