Inside Broker

CRC Group•Jericho, NY

About The Position

The Inside Broker position involves identifying, soliciting, and arranging appropriate insurance coverage for clients by utilizing accessible markets. This role serves as an intermediary between the Agent and the Insurance Company for business renewal and growth, and is responsible for driving new and renewal business to ensure the brokerage team meets or exceeds production goals. Key responsibilities include developing and maintaining client and agent relationships, soliciting, marketing, quoting, binding, and confirming new and existing business, and negotiating the best available terms and coverages. The Inside Broker must also ensure submissions reflect accurate data, monitor accounts for compliance with firm policies, assist brokers in meeting production goals, and maintain current knowledge of the insurance industry and necessary licenses through continuous learning.

Requirements

Bachelor's degree or appropriate insurance designation
Three years of experience of wholesale insurance experience or its equivalent
Must be licensed in corresponding areas of insurance
Must be able to understand and analyze necessary components of insurance policies
Ability to understand the client's needs and have knowledge of the risk profiles associated
Ability to review information, make decisions and manage time effectively
Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy
Ability to develop, foster, and maintain an excellent working relationship with agencies
Leadership and team playing skills
Must possess and maintain current knowledge of the insurance industry
Excellent written and verbal skills
Ability to work extended hours when necessary
Maintain travel schedule depending on the needs of clients, Agents, and new business

Responsibilities

Develop, maintain and cultivate client and agent relationships.
Solicit, market, quote, bind, and confirm new and existing business.
Negotiate the best terms and coverages available with accessible markets.
Ensure submissions reflect accurate data such as risks and coverages.
Monitor accounts to ensure compliance with the firm's policies and procedures.
Assist broker to meet or exceed production goals as assigned by CRC.
Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
Maintain necessary licenses to produce business.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs, including company holidays, vacation and sick days, new parent leave
Restricted stock units (for eligible positions)
Deferred compensation plan (for eligible positions)
Competitive compensation
Health benefits
Retirement plans
Learning and leadership development programs