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American Family Insurance · 1 day ago

P&C licensed Wholesale Solutions Specialist

AZ Phoenix

Full-time

Hybrid

Mid Level

$62K/yr - $103K/yr

American Family Insurance is seeking a P&C licensed Wholesale Solutions Specialist to provide insurance carrier placement guidance and service to the field. The role involves managing a profitable book of business, maintaining relationships with partners, and ensuring high-quality customer service while overseeing the placement of insurance accounts.

Angel InvestmentFinanceVenture Capital

No H1B

Responsibilities

Provide expertise to facilitate the placement of accounts with admitted and non-admitted carrier partners/brokers or facilitates out bound marketing of select accounts. Provide consultation on a broad variety of commercial and personal lines coverages

Provide an expertise of carrier partner options for all coverages in their territory for the field agents

Oversee a book of business within a geographic territory. Place profitable business

Analyze submissions and make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control. Based on insurance company authority levels, accepts, declines or modifies new and renewal business to provide a profitable book of business

Use underwriting guidelines to ensure compliance with authority levels and state regulation

Review relevant underwriting information for risks including applications, inspections, loss control recommendations, loss history, credit checks, D&B reports. Prices business according to insurance company underwriting and pricing guidelines

Handle new and renewal placement process, including rating or submitting to insurance company. This process also involves negotiating with sales/service team or company. Additionally, it includes obtaining updated customer information and preparation of presentation and proposal/quotation materials

Work with internal staff or carriers to resolve questions and issues related to applications or policies issued by our vendors or to obtain guidance on more complex coverages

Assist agents and staff with carrier information and general processes

Provide field management and agents with vendor product information and support in their sales efforts by an internal sales support team. Maintain relationships with brokerage and alliance companies to maintain high customer service standards

We may require you to complete other assignments or participate in projects based on skills, achievements, or experience

Qualification

Insurance placementUnderwriting conceptsAccount managementCustomer serviceBrokerage processesPC software applicationsConsulting with agentsUnderstanding market conditions

Required

Demonstrated experience providing customer-oriented solutions or service

Demonstrated experience using PC software applications (e.g., Internet Explorer, Outlook,)

Demonstrated experience in account management/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/surplus coverages for all admitted carriers and recognizes when to use a Excess and Surplus lines broker

Experience with 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

Required to maintain current, active license(s) status by continuing education and meeting all state, operating and regulatory requirements