Wholesale Solutions Specialist - LIC

American Family Insurance • Madison, WI

8d • $62,000 - $103,000 • Remote

About The Position

The Wholesale Solutions Specialist provides insurance carrier placement guidance and service to the field while managing a profitable book of business. The role maintains strong relationships with field agents and partners to support smooth brokerage operations and high-quality customer service. It provides consultation on commercial and personal lines coverage and expertise on carrier partner options across the assigned territory.

This is a primarily home-based position. Employees spend 80% of their time (four or more days per week) working from home, proximate to a listed office location. Occasional travel to an office may be requested for in-person team meetings, training, or culture events. New employees attend an in-person orientation during their first week at the Madison headquarters or another core company location; some sessions may be virtual depending on scheduling and availability. Travel requirements are up to 10%.

Requirements

• Demonstrated experience providing customer-driven solutions, support, or service.
• Demonstrated experience and proficiency using PC software applications such as Microsoft Office, Internet Explorer, Outlook, and Excel.
• Demonstrated experience in account management or insurance placement for commercial and specialty personal lines products.
• Demonstrated experience placing profitable business.
• Solid knowledge and application of underwriting concepts and servicing for excess and surplus coverages across admitted carriers, including recognizing when to use an excess and surplus lines broker.
• Solid knowledge of brokerage customer service, carrier placement, and policy processing processes, terms, and procedures.
• Demonstrated experience using reference materials, reading policy language, and processing rules and procedures.
• Demonstrated understanding of carrier appetites and market conditions.
• Demonstrated experience consulting with agents.
• Demonstrated written and verbal communication skills.
• Property and casualty producer license required; must be licensed in the resident state.
• Must maintain current, active license status through continuing education and compliance with applicable requirements.

Responsibilities

• Provide expertise to place accounts with admitted and non-admitted carrier partners or brokers, or facilitate outbound marketing of select accounts.
• Consult on a broad variety of commercial and personal lines coverages and advise field agents on carrier partner options in the territory.
• Oversee a book of business within a geographic territory and place profitable business.
• Analyze submissions based on risk characteristics, exposure analysis, hazard recognition, and control; accept, decline, or modify new and renewal business within insurance company authority levels.
• Use underwriting guidelines to ensure compliance with authority levels and state regulations.
• Review underwriting information, including applications, inspections, loss control recommendations, loss history, credit checks, and D&B reports, and price business according to carrier guidelines.
• Handle new and renewal placement, including rating or submitting to insurers, negotiating with sales and service teams or carriers, obtaining updated customer information, and preparing presentation and proposal or quotation materials.
• Work with internal staff or carriers to resolve application and policy questions or issues and obtain guidance on complex coverages.
• Assist agents and staff with carrier information and general processes and procedures.
• Provide field management and agents with vendor product information and sales support through an internal sales support team.
• Maintain positive relationships with brokerage and alliance companies to support high customer service standards.
• Complete other assignments or participate in projects as appropriate based on skills, achievements, or experience.
• Maintain active producer licenses through continuing education and compliance with state, operating, and regulatory requirements.

Benefits

• Comprehensive medical, dental, and vision benefits
• Wellbeing benefits
• Competitive 401(k) contribution
• Pension plan
• Annual incentive
• 9 paid holidays
• Paid time off program (23 days accrued annually for full-time employees)
• Student loan repayment program
• Paid-family leave
• Relocation support for eligible candidates

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed