Acrisure · 1 week ago
Lead Broker
Stockton, CA
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $135K/yr
2+ years expAcrisure is a global Fintech leader that offers various financial products and services. They are seeking a motivated Insurance Wholesale Broker to act as an intermediary between retail brokers and insurance carriers, creating tailored insurance solutions and maintaining client relationships.
Financial ServicesInsuranceInsurTech
Responsibilities
Make marketing calls on sub-producers (prospective producers & active producers) to solicit business
Receive and review new and/or renewal submissions for the purpose of quoting acceptable terms that will result in the binding of an acceptable bind ratio, which is normally at least 30% on new business and 60% on renewals
After review making a decision as to whether coverage is to be quoted in-house (i.e. under binding authority) with Wholesure Broker/Underwriter then acting as an underwriter representing the insurance company represented, or brokering the account to markets that Wholesure has no authority with thereby acting as a broker and representing the sub-producer agency
Bind business after it's quoted upon receipt of a written binding order from the sub-producer, by issuing a binder from our agency system
Handling all transactions with the market underwriter and acting as the intermediary between the market and the sub-producer in all matters
Overseeing Broker Assistants who may be assisting the Broker/Underwriter in these transactions to ensure that they are in compliance with Wholesure SOP
Meet production quotas and develop strategies to achieve and exceed targets
Must be able to travel to Acrisure/Wholesure offices, client offices and events as needed
Perform related duties as assigned
Qualification
Required
Graduation from high school
Current and active Property and Casualty producer license
2 or more years in a financial services business and/or insurance industry
Knowledge of Property and Casualty insurance with emphasis on commercial lines
Knowledge of standard underwriting practices for commercial lines
Knowledge of a majority of the brokerage markets that Wholesure places business
Knowledge of how to compile a complete submission for the market underwriter, whether a binding authority market or a brokerage market
Knowledge of how to rate property and general liability lines of business
Knowledge of management systems
Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
Ability to communicate effectively (both verbally and in written form) and in a professional manner with others, to include co-workers, vendors, market personnel and sub-producers
Ability to communicate well with insureds if that need arises
Ability to set up meetings with prospective agents, and/or producing agents to discuss what Wholesure has to offer them
Ability to type on a computer keyboard in order to input necessary data into our system
Ability to organize time in order to achieve the greatest efficiency and comply with time constraints on specific transactions
Preferred
Two or more years of College work
Completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU
Benefits
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase