Wholesale Solutions Specialist - LIC

American Family Insurance; Springfield (MO); Remote; USD 62,000 - 103,000; Full time

Job summary

American Family Insurance seeks an experienced professional to guide insurance carrier placement and service within a large, profitable book of business. This role operates primarily from home (about 80%), with specified office locations available for collaboration, and requires a Property & Casualty license in the resident state.

Responsibilities include analyzing submissions, selecting carrier options, and negotiating with sales teams to place profitable commercial and specialty personal

Qualifications

• Property and casualty license required.
• Maintain active license status via continuing education and regulatory requirements.

Responsibilities

• Facilitate placement of accounts with admitted and non-admitted carrier partners or brokers.
• Provide expertise on carrier options for all coverages.
• Oversee a profitable book of business within a geographic territory.
• Analyze submissions and apply underwriting guidelines to ensure profitability.
• Prepare presentations and proposals for new and renewal business.

Skills

Account management

Underwriting knowledge

Brokerage placement

Microsoft Office

Customer service

Communication skills

Agent consulting

Education

Property & Casualty license (resident)

Tools

Microsoft Excel

CRM systems

D&B reports

Policy processing

Job description

Experienced level role that provides insurance carrier placement guidance and service to the field. Manages a profitable book of business. Maintains strong relationships with the field and partners to ensure smooth operation of brokerage business and high-quality customer service.

Position Compensation Range

$62,000.00 - $103,000.00

Pay Rate Type

Salary

Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Primary Accountabilities

• Provides expertise to facilitate the placement of accounts with admitted and non-admitted carrier partners/brokers or facilitates out bound marketing of select accounts. Provides consultation on a broad variety of commercial and personal lines coverages.
• Provides an expertise of carrier partner options for all coverages in their territory for the field agents.
• Oversees a book of business within a geographic territory. Accountable for placing profitable business.
• Analyzes submissions and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control. Based on insurance company authority levels, accepts, declines or modifies new and renewal business to ensure a profitable book of business.
• Utilizes underwriting guidelines to ensure compliance with authority levels and state regulation.
• Reviews and analyzes relevant underwriting information for risks including but not limited to applications, inspections, loss control recommendations, loss history, credit checks, D&B reports, etc. Prices business according to insurance company underwriting and pricing guidelines.
• Handles new and renewal placement process including but not limited to rating or submitting to insurance company, negotiating with sales/service team and/or company as necessary, obtaining updated customer information and preparation of presentation and proposal/quotation materials.
• Works with internal staff or carriers to resolve questions and issues related to applications or policies issued by our vendors or to obtain guidance on more complex coverages.
• Assists agents and staff with carrier information and general processes and procedures.
• Provides field management and agents with vendor product information and support in their sales efforts via an internal sales support team. Maintains positive relationships with brokerage and alliance companies to maintain high customer service standards.
• May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.

Specialized Knowledge & Skills Requirements

• Demonstrated experience providing customer-driven solutions, support or service.
• Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.)
• Demonstrated experience in account management/insurance placement for commercial and specialty personal lines products.
• Demonstrated experience placing profitable business.
• Solid knowledge and application of underwriting concepts and servicing for excess/surplus coverages for all admitted carriers and recognizes when to utilize a Excess and Surplus lines broker.
• Solid knowledge and understanding of brokerage customer service, carrier placement and policy processing processes, terms and procedures.
• Demonstrated experience using reference materials, reading policy language, and processing rules and procedures.
• Demonstrated understanding of carrier appetites and market conditions.
• Demonstrated experience consulting with agents.
• Demonstrated written and verbal communication skills.

Licenses

• Property and casualty producer license required. Must be licensed in resident state.
• Required to maintain current, active license(s) status by continuing education and meeting all state, operating and regulatory requirements. The company will support maintaining an active license.

Travel Requirements

• Up to 10%.

Physical Requirements

• Work that primarily involves sitting/standing.

In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to one of the following office locations.

Madison, WI 53783; Boston, MA 02110; Denver, CO 80112; Minneapolis, MN; Keene, NH 03431; St. Joseph, MO 64507; Phoenix, AZ 85034

On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events.

Additional Information

• To ensure a strong start, all employees participate in our New Employee Orientation during their first week. This experience is held in person at our Madison, WI Headquarters or one of our AmFam core locations to help you connect with our mission, meet key team members and build relationships that support your growth. At times, sessions may be delivered virtually based on scheduling and availability.
• Offer to selected candidate will be made contingent on the results of applicable background checks
• Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
• Sponsorship will not be considered for this position unless specified in the posting

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email [e-mail] to request a reasonable accommodation.