Insurance Broker for Wholesale Lines

2 weeks ago


Dallas, Texas, United States Novatae Risk Group Full time
Job Title: Personal Lines Inside Broker for Wholesale Insurance

We are seeking a highly skilled and experienced Personal Lines Inside Broker for Wholesale Insurance to join our team at Novatae Risk Group.

Job Summary:

The successful candidate will be responsible for overseeing a portfolio of clients, building strong relationships, and developing client accounts. This role will involve handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

Key Responsibilities:
  • Manage client service needs, including endorsement requests, proofs of insurance, cancellation requests, and claim reporting.
  • Interact with clients to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
  • Process renewals following agency procedures and remarket accounts identified for renewal marketing.
  • Provide quotes to existing clients for additional lines of business as needed.
  • Process all account transactions, ensuring accuracy and timeliness.
  • Follow agency credit and collection procedures in invoicing and pursuing prompt payments.
  • Manage cancellation processes according to agency standards.
Requirements:
  • Property & Casualty license is required.
  • Minimum of 2 years of previous P&C wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
Qualifications:
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Ability to follow processes and procedures and help develop new ones.
Equal Employment Opportunity:

Novatae Risk Group is an equal opportunity employer and celebrates diversity in the workplace. We are committed to providing a work environment that is free from discrimination and harassment.



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