Wholesale ProducerBroker

Seeking a motivated and dynamic Wholesale Producer/Broker to cultivate strong relationships with retail agents deliver exceptional customer service and drive business growth. This role involves matching clients diverse needs with customized insurance products and requires a strategic results-oriented approach.

• Build and maintain strong relationships with retail agents and other stakeholders.
• Develop new business opportunities and grow the book of business through effective marketing and prospecting.
• Negotiate pricing and terms with insurance carriers to secure the best coverage options for clients.
• Identify and assess client risks to provide expert guidance on coverage options.
• Act as a liaison between retail agents and insurance carriers ensuring seamless communication and efficient processes.
• Prepare and deliver proposals presentations and related documentation.
• Stay updated on insurance industry trends products and regulations to provide informed advice and remain competitive in the marketplace.
• Collaborate with internal teams including underwriters and account managers to ensure exceptional client service.
• Monitor and manage client accounts to ensure accuracy compliance and satisfaction.

• Proven experience in a similar role as a Wholesale Broker or Producer.
• Active and in-good-standing brokerage license as per regulatory requirements.
• Strong understanding of the insurance industry marketplace and various coverage lines.
• Excellent relationship-building and communication skills.
• Ability to work in a fast-paced environment while managing multiple accounts and deadlines.
• Self-motivated with a demonstrated ability to meet or exceed sales targets.
• Proficiency in industry-specific software tools and CRM platforms.
• Bachelors degree in Business Finance or a related field (preferred but not required).

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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