USG Insurance Services, Inc. ยท 9 hours ago
Wholesale Insurance Inside Broker
Oaks, OK
Full-time
Remote
Mid Level
4+ years exp
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Responsibilities
Works with brokers to develop efficient service and strategic market placement for commercial accounts, ensuring high levels of client satisfaction and loyalty.
Applies expertise in commercial insurance coverages to review submissions from retail brokers, assessing exposures and necessary coverage.
Evaluates risk exposures and coverage needs from broker submissions, using independent judgment to strategically place risks with the best carriers.
Identifies appropriate insurance markets for quote requests, obtains quotes, and manages the placement process in line with broker and market agreements.
Analyzes and negotiates the best terms for coverage and pricing, and clearly explains quote details to brokers to facilitate binding decisions.
Drives lead generation through outbound calls, assesses online and phone quote activities, and identifies opportunities for business growth.
Collaborates with retail agencies and brokerages, serving as a key intermediary between insurance markets and retail brokers, and addressing their needs.
Ensures thorough account management by attaching and maintaining all required documents for each policy and account.
Maintains positive working relationships with current agents and colleagues.
Keeps up-to-date with industry trends and sales strategies through regular participation in workshops, seminars, literature reviews, and continuing education.
Performs additional duties, tasks, and projects as assigned.
Qualification
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Required
Minimum 4 years of experience in property and casualty insurance
Proven experience in account management and marketing
Current Property & Casualty (P&C) License is mandatory
Ability to independently review information, make decisions, and manage time effectively with minimal supervision
Strong verbal, written, and presentation skills
Effective in sales, customer service, and team building
Proficient in basic computer applications, including Microsoft Office
Willingness to travel occasionally, including overnight trips
Benefits
Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program
Medical, Dental, Vision, and Life
401K Retirement Plan
Flexible Spending Account
Dependent Care
Tuition Reimbursement
Producer Savings Bonus Plan
Outstanding Company Holiday Schedule and Generous Paid Time Off Package
Company
USG Insurance Services, Inc.
USG Insurance Services, Inc. is a national insurance wholesaler and MGA.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
