Risk Evaluation & Market Placement

• Review and evaluate casualty submissions to identify key exposures, coverage needs, and placement opportunities.
• Analyze risks and develop effective marketing strategies to secure competitive coverage solutions.
• Determine appropriate carrier and wholesale market options based on risk characteristics, underwriting appetite, and client needs.
• Prepare and market submissions to carriers, ensuring complete and accurate information is presented.
• Negotiate pricing, terms, conditions, and coverage enhancements with carrier partners.
• Present and explain coverage options, exclusions, and recommendations to retail brokers and internal stakeholders.

Broker & Carrier Relationship Management

• Serve as a trusted resource to retail agents, providing technical guidance and market insight throughout the placement process.
• Build and maintain strong relationships with carrier underwriters and key market partners.
• Act as a liaison between retail brokers and insurance markets to ensure timely communication and issue resolution.
• Collaborate closely with producers, brokers, and support staff to ensure a seamless client experience.

Account Management & Execution

• Manage opportunities from submission through quote, binding, and policy issuance.
• Ensure all documentation, correspondence, and transaction details are accurately maintained within agency management systems.
• Coordinate follow-up activities with carriers and brokers to maintain momentum and achieve service expectations.
• Assist with renewals, remarketing efforts, and account retention strategies.

Technical Expertise & Business Growth

• Maintain strong knowledge of casualty products, market trends, underwriting appetite, and carrier capabilities.
• Identify opportunities to improve coverage placement, grow relationships, and expand existing business.
• Provide guidance and mentorship to junior team members when appropriate.
• Participate in continuing education, licensing, and professional development activities.

Qualifications

Required

• 5+ years of wholesale brokerage, underwriting, or commercial casualty insurance experience.
• Strong knowledge of casualty coverages, including General Liability, Excess Liability/Umbrella, Products Liability, and other complex casualty risks.
• Experience marketing accounts and negotiating directly with underwriters and carrier partners.
• Ability to independently analyze risks and make sound placement recommendations.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple accounts and deadlines.
• Self-motivated and able to work effectively in a remote environment.
• State Property & Casualty License and/or Surplus Lines License.

Preferred

• Wholesale brokerage experience within E&S or specialty casualty markets.
• Experience handling middle-market or complex casualty placements.
• Established carrier relationships within casualty markets.
• Bachelor's degree in Business, Risk Management, Insurance, Finance, or related field.
• Professional designations such as CPCU, CIC, ARM, or CRIS.

What Success Looks Like

• Serves as a go-to casualty expert for retail brokers and internal partners.
• Consistently delivers creative and competitive placement solutions.
• Builds strong carrier relationships that help drive favorable outcomes for clients.
• Manages accounts proactively and efficiently with minimal oversight.
• Maintains a high level of accuracy, responsiveness, and professionalism.
• Contributes to team growth through technical expertise, collaboration, and exceptional service.