Standard Business Broker

Arlington/Roe; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Arlington/Roe, a family-owned property/casualty wholesaler and managing general agency since 1964, seeks a Broker for Healthcare/Human Services/Standard Business with a remote work option. You will produce, analyze risks, broker, and manage a book of business while building productive relationships with peers, clients, carriers, and industry personnel.

Preferred education includes a Bachelor’s degree; 5+ years in HHS/Standard Business insurance is recommended.

Qualifications

• High school diploma required; Bachelor’s degree preferred.
• 5+ years of Healthcare and Human Services/Standard Business-related insurance coverages recommended.
• Strong communication, negotiation, and interpersonal skills.
• Excellent presentation and organizational abilities.
• Growth and results-driven mindset.
• Travel to agent and client locations as required; some overnight stays.
• Proficient in Microsoft Office.

Responsibilities

• Market Standard Business products to retail agents.
• Meet personal and team sales targets.
• Prospect, develop, and maintain Producer relationships for income generation.
• Conduct agency visits (in-person or virtual) monthly and enter details in ALIS.
• Evaluate exposures, needs and opportunities; pair with correct markets for terms.
• Provide expertise regarding industries, coverages, markets, and forms.
• Negotiate terms and coverages with markets and communicate submissions and decisions.
• Continue to improve technical skills through experience and education.
• Collaborate with retail agents on sales presentations.
• Develop carrier relationships and knowledge.
• Research accounts and follow up on sales leads.
• Maintain new business growth and renewal book when applicable.
• Collaborate across the Standard Business team and departments.
• Mentor and develop staff.
• Perform other duties as assigned.

Skills

Communication

Negotiation

Interpersonal skills

Presentation

Organizational skills

Relationship building

Team collaboration

Travel readiness

Microsoft Office

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Arlington/Roe, a family-owned property/casualty wholesaler and managing general agency since 1964, has an outstanding opportunity for a Broker within our Healthcare and Human Services/Standard Business team. This position has the ability to work remotely.

Arlington/Roe has over 200 employees located predominately throughout the Midwest. We are a sales and customer service insurance organization that operates with the utmost integrity. A national leader in the wholesale/managing general agency arena, our company is respected and valued by the insurance agents we serve and insurance carriers we represent.

Summary Job Statement:

The purpose of this position is to produce, analyze risks, broker, and manage a book of business with primary emphasis on writing new business. Must have strong verbal and written communication skills; strong decision-making skills, and the ability to bring creativity to brokering risks is important. A strong work ethic, good organizational skills, and the ability to work in a team environment is critical. Must have the ability to develop and maintain productive working relationships with peers, clients, carriers, and industry personnel.

Education:

High school diploma required; Bachelor’s degree preferred

Qualifications:

• 5+ years of Healthcare and Human Services/Standard Business-related insurance coverages recommended
• Strong communication, negotiation, and interpersonal skills
• Excellent presentation and organizational abilities
• Growth and results-driven mindset
• Ability to deliver client-focused solutions and create long-lasting relationships
• Travel to agent and client locations as required as well as travel to attend meetings, sales events, and trainings to keep abreast of the latest developments (some overnight stays)
• Must be comfortable working with dynamic & diverse customers, and able to handle personalities and situations with a positive attitude
• Continue to work to improve technical skills via formal education, self-study, seminars, and attainment of professional designations
• Ability to work extended hours when necessary
• Proficient computer knowledge including, but not limited to, all aspects of Microsoft Office

Essential Functions:

• Effectively market our Standard Business products to our retail agents
• Meet personal and team sales targets
• Prospect, develop, and maintain effective producer relationships, emphasizing superior service for the generation of company income
• Conduct a determined number of agency visits (physical or phone/video) per month to cultivate relationships and to uncover opportunities. Enter the visit details in ALIS.
• Evaluate and identify exposures, needs & opportunities, and pair with the correct markets for terms
• Provide expertise and intelligence regarding specific industries, coverages, markets, and forms
• Negotiate the best terms and coverages available with accessible markets while properly communicating with all producers regarding submissions and decisions for new or renewal business in a timely manner. Receive and respond to calls/requests concerning problems, delays, discrepancies, etc. and provide resolution so that all parties are satisfied
• Continue to work to improve technical skills through increased experience, formal education, self-study, seminars, and attainment of professional designations
• Collaborate with retail agents in making sales presentations to insureds
• Develop strong carrier relationships and knowledge
• Research accounts and generate or follow through on those sales leads/submissions
• Maintain new business growth via production goals while also maintaining a renewal book (when applicable)
• Collaborate and work effectively within the Standard Business team and across department lines
• Mentor and develop staff
• Performs other duties as assigned
• The above statements are intended to describe the general nature and level of work being performed by the individual assigned to this position. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the position

For more information about Arlington/Roe, please visit our website at www.arlingtonroe.com.

Arlington/Roe is an Equal Opportunity Employer.