Wholesale Broker

Liberty Company; California (MO); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Wholesale Broker to join their innovative team. This role emphasizes collaboration and strategic market placement for commercial accounts, ensuring high client satisfaction. You will leverage your expertise in commercial insurance to assess submissions and negotiate terms, while also driving lead generation and maintaining strong relationships with brokers. The company promotes a culture of positivity, wellness, and continued education, making it an ideal environment for those passionate about making a difference in the insurance sector. If you are ready to embrace your Joy of Being, this opportunity is perfect for you.

Benefits

Paid Time Off

Holiday Pay

Continued Education Support

Company-Sponsored Wellness Programs

Qualifications

• Minimum 4 years of experience in property and casualty insurance.
• Proven experience in account management and marketing.

Responsibilities

• Collaborate with brokers to provide efficient service for commercial accounts.
• Evaluate risk exposures and manage the placement process.

Skills

Account Management

Sales Skills

Customer Service

Verbal Communication

Written Communication

Presentation Skills

Time Management

Education

Property & Casualty License

4+ years in Insurance

Tools

Microsoft Office

Job description

Job Details

Job Location: Remote - PST - Woodland Hills, CA

Salary Range: Undisclosed

Description

At The Liberty Company, we’re redefining what it means to work in insurance. Our forward-thinking, award-winning culture sets us apart, driving incredible growth across our organization. If you’re ready to discover your JOB—the Joy of Being—you might just find it here with us!

We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.

We’re on the lookout for a dynamic Wholesale Broker to join the team! Culture is our priority, so we’re eager to find someone whose personality and passion align with our values. Think you’re a match? Let’s connect!

Position Summary:
As a Wholesale Broker you'll collaborate with brokers to provide efficient service and strategically place commercial accounts, ensuring high client satisfaction and loyalty. You'll apply your expertise in commercial insurance to review submissions, assess exposures, and identify appropriate markets for risk placement. This involves evaluating risk exposures, obtaining and negotiating quotes, and clearly explaining coverage and pricing to brokers. You'll also drive lead generation, manage account documentation, and maintain positive relationships with agents and colleagues. Staying current on industry trends through ongoing education is essential, along with performing additional assigned tasks.

Essential Duties and Responsibilities

• Works with brokers to develop efficient service and strategic market placement for commercial accounts, ensuring high levels of client satisfaction and loyalty.
• Applies expertise in commercial insurance coverages to review submissions from retail brokers, assessing exposures and necessary coverage.
• Evaluates risk exposures and coverage needs from broker submissions, using independent judgment to strategically place risks with the best carriers.
• Identifies appropriate insurance markets for quote requests, obtains quotes, and manages the placement process in line with broker and market agreements.
• Analyzes and negotiates the best terms for coverage and pricing, and clearly explains quote details to brokers to facilitate binding decisions.
• Drives lead generation through outbound calls, assesses online and phone quote activities, and identifies opportunities for business growth.
• Collaborates with retail agencies and brokerages, serving as a key intermediary between insurance markets and retail brokers, and addressing their needs.
• Ensures thorough account management by attaching and maintaining all required documents for each policy and account.
• Maintains positive working relationships with current agents and colleagues.
• Keeps up-to-date with industry trends and sales strategies through regular participation in workshops, seminars, literature reviews, and continuing education.
• Performs additional duties, tasks, and projects as assigned.

Qualifications

Minimum Qualifications (Education, Experience, Skills)

• Minimum 4 years of experience in property and casualty insurance
• Proven experience in account management and marketing
• Current Property & Casualty (P&C) License is mandatory
• Ability to independently review information, make decisions, and manage time effectively with minimal supervision
• Strong verbal, written, and presentation skills
• Effective in sales, customer service, and team building
• Proficient in basic computer applications, including Microsoft Office
• Willingness to travel occasionally, including overnight trips

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role