Personal Lines Broker

Gallagher; Rocklin (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical/dental/vision plans

401(k) and Roth options

Paid parental leave

Educational expense reimbursement

Flexible work hours

Job summary

Gallagher is seeking a skilled professional to join their team in Rocklin, California. This hybrid role emphasizes marketing and sales, with around 75% of the time spent on business development. Responsibilities include prospecting new business and building strong relationships with Retail Agents to enhance revenue growth. Candidates should have at least a Bachelor’s degree, 3+ years of experience, and proficiency in Microsoft Office, with a focus on personal lines insurance. A competitive salary and a comprehensive benefits package are offered.

Qualifications

• Minimum 3 years of experience in a related field.
• Personal Lines Experience is required.
• Must obtain home state P&C license within 90 days.

Responsibilities

• Prospect and develop new business with Retail Agents.
• Market and sell wholesale insurance solutions.
• Build relationships with Specialty Carriers.

Skills

Business development

Relationship management

Analytical ability

Communication skills

Proficiency in Microsoft Office

Education

Bachelor’s degree

Job description

Overview

Ready to make your mark? Join a team where your expertise and ambition are rewarded. At RPS, you’ll have the tools, support, and market access to succeed—and the freedom to build lasting relationships that drive results. This is a hybrid role where you’ll spend approximately 75% of your time marketing and selling, and 25% underwriting. You’ll be the driving force behind revenue growth—connecting Retail Agents with national markets and delivering exceptional underwriting solutions through strong carrier relationships.

Responsibilities

• Prospect and develop new business through networking and relationship‑building with Retail Agents and Carrier Underwriters.
• Market and sell wholesale insurance solutions to achieve production goals and grow your book of business.
• Build strong relationships with Specialty Carriers to ensure competitive pricing and access to coverage on various types of risk.
• Pre‑qualify submissions and focus on high‑probability sales opportunities while following Carrier guidelines.
• Analyze submissions from Retail Agents and determine the best available Carrier, coverage, forms, and premium.
• Gather information on client risks and identify additional areas of exposure RPS could quote.
• Stay ahead of industry and market trends that impact underwriting guidelines, pricing, and premiums.
• Educate partners on RPS’s full range of risk solutions as their business needs evolve.
• Lead, train, and oversee support team when assigned.
• Travel as needed to engage with clients and carriers.

Competencies

• Proven business development and relationship management skills.
• Strong analytical ability, attention to detail, and excellent communication.
• A proactive, goal‑driven mindset with urgency to achieve production targets.
• Ability to leverage data and tools to craft comprehensive insurance solutions.
• Sets a high standard for responsiveness and commitment to meet the needs of Retailers and their clients.
• Conveys insurance and risk management expertise in ways that build trust and credibility.

Requirements

• Bachelor’s degree and 3+ years of related experience.
• Personal Lines Experience.
• Home state P&C license (or willingness to obtain within 90 days).
• Proficiency in Microsoft Office.
• Sales experience in insurance or related field preferred.

Compensation and Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to, previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, we also offer a wide range of benefits.

Benefits Summary

• Medical/dental/vision plans, which start from day one.
• Life and accident insurance.
• 401(k) and Roth options.
• Tax‑advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.

Other Benefits

• Digital mental health services.
• Flexible work hours (availability varies by office and job function).
• Training programs.
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing.
• Charitable matching gift program.
• And more.

Inclusion and Diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.