Wealth Management Insurance Producer

2 weeks ago

New York, New York, United States Novatae Risk Group Full time
Job Overview

Novatae Risk Group is a leading national wholesale brokerage specializing in challenging commercial insurance placements. We are on the lookout for seasoned Personal Lines Producers/Brokers with a focus on high net worth clientele in your region. Our aim is to attract candidates who have a proven track record in the insurance sector or Managing General Agent (MGA) roles. As we enhance our revenue-generating capabilities, we offer an attractive compensation package.

Key Responsibilities:
  • Manage the submission process, including the preparation of applications and supporting documentation.
  • Present accounts favorably to insurance carriers and actively pursue compelling program options.
  • Leverage your expertise and connections to serve high net worth clients effectively.
  • Collaborate with designated sales teams to market new and renewal business.
  • Gather essential information and assess the current insurance program.
  • Request necessary underwriting reports as required.
  • Ensure timely provision of quotes by following submissions through the entire process.
  • Engage in new business solicitation using various sales and marketing strategies while building relationships.
  • Coordinate administrative workflows with support teams to ensure prompt and accurate responses to service inquiries.
  • Identify growth opportunities and develop new markets, including organic growth initiatives.
Qualifications:
  • Proficient in business writing and analytical thinking.
  • Dynamic, self-driven individuals who are goal-oriented and can excel both in team settings and independently.
  • Extensive knowledge and experience in personal lines of property and casualty insurance, including coverages, rating, terminology, and technical processes. Possession of P&C and E&S licenses is required.
  • Sales-oriented, personable individuals who enjoy establishing new relationships while mastering communication and sales techniques.
  • A bachelor's degree is preferred, along with 1-3 years of relevant experience, ideally in Wholesale Brokerage or MGA roles.
Equal Employment Opportunity

At Novatae Risk Group, we value and support diversity. We believe that a team rich in varied thoughts, experiences, and perspectives enhances our employees, products, and community. Novatae is proud to be an equal opportunity employer, committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. Additionally, Novatae accommodates known physical or mental limitations of qualified applicants or employees with disabilities, unless such accommodations would impose an undue hardship on our business operations.

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