Wholesale Solutions Specialist - Licensed (Flex/Home Office)

About the position

This experienced-level role focuses on providing insurance carrier placement guidance and service to the field while managing a profitable book of business. The position emphasizes maintaining strong relationships with field agents and partners to ensure smooth brokerage operations and high-quality customer service.

Responsibilities

• Provide expertise to facilitate the placement of accounts with admitted and non-admitted carrier partners/brokers.
• Consult on a broad variety of commercial and personal lines coverages.
• Oversee a book of business within a geographic territory.
• Analyze submissions and make decisions based on individual risk characteristics, exposure analysis, and hazard recognition.
• Accept, decline, or modify new and renewal business based on insurance company authority levels.
• Utilize underwriting guidelines to ensure compliance with authority levels and state regulations.
• Review and analyze relevant underwriting information for risks including applications, inspections, and loss history.
• Price business according to insurance company underwriting and pricing guidelines.
• Handle new and renewal placement processes including rating, negotiating, and preparing presentation materials.
• Work with internal staff or carriers to resolve questions and issues related to applications or policies.
• Assist agents and staff with carrier information and general processes and procedures.
• Maintain positive relationships with brokerage and alliance companies to uphold high customer service standards.

Requirements

• Demonstrated experience providing customer-driven solutions, support, or service.
• Proficiency in using PC software applications (e.g., Microsoft Office, Internet Explorer, Outlook, Excel).
• Experience in account management/insurance placement for commercial and specialty personal lines products.
• Solid knowledge and application of underwriting concepts and servicing for excess/surplus coverages.
• Understanding of brokerage customer service, carrier placement, and policy processing processes.
• Experience using reference materials, reading policy language, and processing rules and procedures.
• Understanding of carrier appetites and market conditions.
• Experience consulting with agents.
• Strong written and verbal communication skills.
• Proof of successful completion of the AD Banker On-Line Pre-Licensing Course for unlicensed candidates.

Nice-to-haves

• Experience in a flex office/home role.
• Knowledge of state regulatory requirements for insurance licensing.

Benefits

• Comprehensive medical, dental, and vision benefits.
• 401(k) contribution and pension plan.
• Annual incentive program.
• 9 paid holidays and 23 days of paid time off annually.
• Student loan repayment program.
• Paid family leave.