Inside Broker

CRC Group•Kansas City, MO

About The Position

The Inside Broker executes sales activity in a structured, high-volume environment, primarily through phone-based interactions. The role identifies, solicits, and places appropriate insurance coverage by utilizing accessible markets and serving as an intermediary between agents and carriers. Its core focus is efficient deal execution, transactional production, and support for new and renewal business to meet or exceed brokerage team production goals. The role handles quoting, placing, binding, and confirming policies within established guidelines; identifies suitable coverage solutions for less complex risks; and negotiates coverage terms within defined underwriting and pricing parameters. It serves as a primary contact for agents on assigned accounts, ensures accurate submissions and policy information, monitors compliance with company and underwriting standards, and contributes to team production goals.

Requirements

  • Experience within wholesale insurance, including quoting, placement, or account management responsibilities.
  • An appropriate state-specific insurance license is required.
  • Strong understanding of insurance products, underwriting concepts, and market placement practices.
  • Ability to analyze risk information and match coverage solutions within defined guidelines.
  • Effective communication and relationship management skills with agents and carriers.
  • Ability to manage high-volume workflows with speed and accuracy.
  • Strong organizational and time management skills, including the ability to prioritize competing demands.
  • Proficiency in systems and tools used to support quoting, placement, and servicing activities.
  • English language fluency is required.

Nice To Haves

  • Bachelor’s degree or relevant insurance designation preferred.
  • Additional certifications may be pursued to support technical development and career progression.

Responsibilities

  • Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines.
  • Identify appropriate coverage solutions for less complex risks through accessible markets.
  • Negotiate coverage terms with carriers within defined underwriting and pricing parameters.
  • Serve as a primary point of contact for agents on assigned accounts, manage communication, and respond to inquiries in a high-volume environment.
  • Ensure accuracy of submissions and policy information, including risk details and coverage structure.
  • Monitor assigned accounts for compliance with company policies, procedures, and underwriting standards.
  • Drive transactional deal flow and contribute to overall team production goals.

Benefits

  • Eligible full-time teammates have access to medical, dental, vision, life, disability, and AD&D insurance.
  • Tax-advantaged savings accounts.
  • 401(k) plan with company match.
  • Paid time off programs, including company holidays, vacation, and sick days.
  • New parent leave.
  • Eligible positions may qualify for restricted stock units and/or a deferred compensation plan.
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