Wholesale Solutions Specialist - Licensed (Flex/Home Office)

About the position This experienced-level role focuses on providing insurance carrier placement guidance and service to the field while managing a profitable book of business. The position emphasizes maintaining strong relationships with field agents and partners to ensure smooth brokerage operations and high-quality customer service. Responsibilities • Provide expertise to facilitate the placement of accounts with admitted and non-admitted carrier partners/brokers. , • Consult on a broad variety of commercial and personal lines coverages. , • Oversee a book of business within a geographic territory. , • Analyze submissions and make decisions based on individual risk characteristics, exposure analysis, and hazard recognition. , • Accept, decline, or modify new and renewal business based on insurance company authority levels. , • Utilize underwriting guidelines to ensure compliance with authority levels and state regulations. , • Review and analyze relevant underwriting information for risks including applications, inspections, and loss history. , • Price business according to insurance company underwriting and pricing guidelines. , • Handle new and renewal placement processes including rating, negotiating, and preparing presentation materials. , • Work with internal staff or carriers to resolve questions and issues related to applications or policies. , • Assist agents and staff with carrier information and general processes and procedures. , • Maintain positive relationships with brokerage and alliance companies to uphold high customer service standards. Requirements • Demonstrated experience providing customer-driven solutions, support, or service. , • Proficiency in using PC software applications (e.g., Microsoft Office, Internet Explorer, Outlook, Excel). , • Experience in account management/insurance placement for commercial and specialty personal lines products. , • Solid knowledge and application of underwriting concepts and servicing for excess/surplus coverages. , • Understanding of brokerage customer service, carrier placement, and policy processing processes. , • Experience using reference materials, reading policy language, and processing rules and procedures. , • Understanding of carrier appetites and market conditions. , • Experience consulting with agents. , • Strong written and verbal communication skills. , • Proof of successful completion of the AD Banker On-Line Pre-Licensing Course for unlicensed candidates. Nice-to-haves • Experience in a flex office/home role. , • Knowledge of state regulatory requirements for insurance licensing. Benefits • Comprehensive medical, dental, and vision benefits. , • 401(k) contribution and pension plan. , • Annual incentive program. , • 9 paid holidays and 23 days of paid time off annually. , • Student loan repayment program. , • Paid family leave. Apply Job!