Senior Commercial Broker

Aon; Santa Ana (CA); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

PeopleFirst culture

Job summary

NFP, an Aon company, seeks a Senior Broker in California to lead large, complex placements from market selection to policy delivery. You will mentor staff, cultivate insurer relationships, and drive renewal broking with service-model discipline.

The role emphasizes leadership, strategic client service, and technical analysis, including working with Epic and analytics to optimize outcomes for major clients.

Qualifications

• Bachelor's degree or equivalent experience
• Minimum seven years insurance experience
• Team leadership experience is a plus
• P&C license required or obtained within 90 days
• Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred

Responsibilities

• Coordinate and manage broking around renewal cycles with NFP service standards
• Execute client/prospect placements with strong risk understanding
• Collaborate with account management and clients for submissions and quotes
• Develop creative solutions for complex placement scenarios
• Support team in responding to client queries and concerns
• Present proposals to producers and account teams and lead client meetings
• Oversee development of sales documents, presentations, stewardship reports, and RFPs
• Prepare detailed coverage and policy analyses and reports
• Review binders and policies for terms and conditions
• Build strong relationships with carrier and wholesale partners and NFP teams
• Ensure accuracy of client and policy data in Epic
• Drive data analytics to provide program insights
• Showcase and introduce technology resources to customers
• Develop knowledge of insurance marketplace and products
• Understand actuarial concepts and analyses
• Lead and support portfolio management objectives

Skills

Leadership & portfolio management

Written & verbal communication

Negotiation skills

Broker operating fundamentals

Analytical thinking

Microsoft Office proficiency

Education

Bachelor's degree or equivalent experience

Tools

Epic (agency management system)

Microsoft Office Suite

Job description

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

The Senior Broker is responsible for broking new and renewal business, handling all aspects of the placements from initial market selection through policy delivery to client. The Senior Broker typically focuses on the largest and most complex placements, while serving in a leadership capacity to mentor and develop staff while cultivating strong insurer and insurer-client-broker relationships.

Location: California

Essential Duties and Responsibilities:

• Proactively coordinate and handle broking around the renewal cycle in accordance to NFP's service model standards and timelines
• Execute client/prospect placements demonstrating an unmistakable command of the risk to be placed and a clear focus on driving the optimal outcome in both financial and non-financial terms
• Collaborate with account management team and client to ensure complete and timely submissions, respond to carrier queries, compile and analyze carrier quote proposals, and present clients with a clear summary of the marketing process and a proposal with recommendations
• Develop creative solutions to effectively address difficult placement scenarios; lead the process and drive outcomes to enhance customer satisfaction around key deliverables
• Support team members in responding to client queries and concerns to resolve issues promptly
• Present proposals to producers and account management teams and leads client meetings
• Supervise the development of sales documents, presentations, stewardship reports, and RFP responses for prospective clients
• Prepare detailed and complex coverage and policy comparisons, diagnostics, consolidated coverage/policy analyses, letters, and reports under the direction of the Broking Team Leader
• Be responsible for the review of binders and policies to ensure terms and conditions are accurately reflected
• Develop strong, productive, trustful and resilient relationships with carrier and wholesale partners and their staff and NFP local office teams
• Provide oversight and ensure the accuracy of client and policy information in NFP's Epic agency management system
• Drive and ensure the effective deployment of data and analytics to provide meaningful program insight for clients and the broking team
• Ensure technology resources are showcased and appropriately introduced to defined customers
• Develop and maintain thorough knowledge of insurance marketplace, products and services
• Demonstrate an understanding of actuarial analysis and the utilization of its concepts
• Lead and support the all portfolio management objectives under the direction of the Broking Team Leader

Knowledge, Skills, and/or Abilities:

• Excellent leadership and portfolio management skills
• Excellent written and verbal communication skills
• Sound understanding of broker operating fundamentals and financials
• Excellent negotiation skills - ability to adjust approach to effectively drive optimal outcomes depending on different personalities
• Strong attention to detail with strong analytical skills, both quantitative and qualitative
• Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions
• Proficient in Microsoft Office Suite
• Experience with Epic (agency management system) a plus

Education and/or Experience:

• Bachelor's degree or equivalent experience
• Minimum seven years insurance experience
• Team leadership experience a plus

Certificates, Licenses, Registration:

• P&C License required or obtained within 90 days of employment
• Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $110,000 to $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.