SeaCoast Underwriters, Inc. is now Risk Placement Services · 20 hours ago
Private Client Broker
Rocklin, CA
Full-time
Hybrid
Mid Level
$54K/yr - $106K/yr
3+ years expRisk Placement Services, Inc. (RPS) is one of the nation’s leading Specialty Wholesale Insurance Brokerage firms. The Private Client Broker role involves marketing and selling wholesale insurance solutions while also underwriting, focusing on revenue growth by connecting Retail Agents with national markets.
Financial ServicesInsurance
Responsibilities
Prospect and develop new business through networking and relationship-building with Retail Agents and Carrier Underwriters
Market and sell wholesale insurance solutions to achieve production goals and grow your book of business
Build strong relationships with Specialty Carriers to ensure competitive pricing and access to coverage on various types of risk
Pre-qualify submissions and focus on high-probability sales opportunities while following Carrier guidelines
Analyze submissions from Retail Agents and determine the best available Carrier, coverage, forms, and premium
Gather information on client risks and identify additional areas of exposure RPS could quote
Stay ahead of industry and market trends that impact underwriting guidelines, pricing, and premiums
Educate partners on RPS’s full range of risk solutions as their business needs evolve
Lead, train, and oversee support team when assigned
Travel as needed to engage with clients and carriers
Qualification
Required
Bachelor's degree and 3+ years of related experience
Home state P&C license (or willingness to obtain within 90 days)
Proficiency in Microsoft Office
Proven business development and relationship management skills
Private Client experience
Strong analytical ability, attention to detail, and excellent communication
A proactive, goal-driven mindset with urgency to achieve production targets
Ability to leverage data and tools to craft comprehensive insurance solutions
Sets a high standard for responsiveness and commitment to meet the needs of Retailers and their clients
Conveys insurance and risk management expertise in ways that build trust and credibility
Preferred
Sales experience in insurance or related field preferred
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
Company
SeaCoast Underwriters, Inc. is now Risk Placement Services
SeaCoast Underwriters is now Risk Placement Services! Follow us: https://www.linkedin.com/company/risk-placement-services-inc
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-10-11Acquired
Company data provided by crunchbase