Senior Insurance Broker II

Wrapbook

2d•Remote

About The Position

This role is for an accomplished broker who excels in both revenue generation and complex risk placement. As part of a rapidly scaling insurance solutions group inside a technology company, this position blends traditional brokerage expertise with the advantages of modern infrastructure, and warm distribution. The Senior Insurance Broker II generates new revenue, architects complex commercial production risks, executes submission and negotiation strategies, and participates directly in the Placement function. The role partners closely with Wrapbook’s cross functional Sales and Customer Success teams across business lines, including Payroll Sales and Payroll Customer Success, to coordinate opportunities and amplify revenue impact. This is a strong fit for a broker who works with independence, sound judgment, commercial instinct, and a forward looking approach to where insurance and technology intersect. What Makes This Opportunity Unique This is not a traditional agency seat. The Senior Insurance Broker II benefits from: A built in pipeline of warm leads from Wrapbook’s payroll and accounting platform Access to clients already engaging with Wrapbook for financial services Emerging bespoke insurance products designed to integrate with production workflows A technology forward environment where quoting, placement, servicing, and data handling are evolving rapidly Significant cross sell opportunities between insurance, payroll, and accounting Opportunities to contribute directly to technology development, workflow design, and new insurance product capabilities A modern technology ecosystem supporting both company employees and customers At the same time, the role requires an established network, independent pipeline development, and strong carrier relationships.

Requirements

6+ years in entertainment focused commercial P and C insurance with deep production risk expertise
Clear track record of winning new business and managing complex placements
Senior level carrier negotiation experience
Experience in both client facing and technical placement responsibilities
Property and Casualty license required
Deep command of production coverages and risk structures
Ability to independently architect and negotiate complex submissions
Strong written and verbal communication with polished client presence
High proficiency with Salesforce or similar systems preferred
Ability to operate effectively in a fast moving, fluid environment

Nice To Haves

Experience at a tech enabled brokerage, MGA, or carrier
Established network within production carriers and wholesalers
Ability to think commercially about how insurance, payroll, and operational data intersect
Interest in supporting innovation, technology design, or emerging insurance programs

Responsibilities

Drive new new and new on existing revenue using a blend of warm platform leads and personal network development
Convert existing Wrapbook users and adjacent verticals into long term insurance clients
Lead client conversations with both technical fluency and commercial clarity
Partner with Business Development and Payroll Sales to coordinate outreach and opportunity routing
Own the architecture, strategy, and negotiation of complex production insurance submissions
Participate directly in the Placement discipline to shape carrier engagement and market strategy
Lead high complexity underwriting conversations with senior carrier partners
Maintain accuracy, clarity, and E and O discipline across all submission and binding workflows
Contribute to continuous updates on carrier appetite and market intelligence
Work with Payroll Sales and Payroll Customer Success to identify insurance opportunities and deepen revenue tie ins
Partner with Customer Success on mid market or technically complex renewals that require senior expertise
Coordinate with Insurance Operations on workflow integrity, documentation, and system consistency
Collaborate with Platform, Product, and Data teams to inform technology requirements, automation, and insurance roadmap needs
Support the Placement function in developing playbooks, appetite guides, and carrier strategies
Provide mentorship to brokers, CSRs, and cross functional partners
Model high standards of technical accuracy and operational maturity
Offer calm leadership in ambiguous or high stakes underwriting and client situations
Contribute to a culture grounded in learning, quality, and scalable execution