Inside Broker

CRC Group • Santa Ana, CA

1d • $95,000 - $110,000

About The Position

Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.

Requirements

• Bachelor's degree or appropriate insurance designation
• Three years of experience of wholesale insurance experience or its equivalent
• Must be licensed in corresponding areas of insurance
• Must be able to understand and analyze necessary components of insurance policies
• Ability to understand the client's needs and have knowledge of the risk profiles associated
• Ability to review information, make decisions and manage time effectively
• Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy
• Ability to develop, foster, and maintain an excellent working relationship with agencies
• Leadership and team playing skills
• Must possess and maintain current knowledge of the insurance industry
• Excellent written and verbal skills
• Ability to work extended hours when necessary
• Maintain travel schedule depending on the needs of clients, Agents, and new business

Responsibilities

• Develop, maintain and cultivate client and agent relationships.
• Solicit, market, quote, bind, and confirm new and existing business.
• Negotiate the best terms and coverages available with accessible markets.
• Ensure submissions reflect accurate data such as risks and coverages.
• Monitor accounts to ensure compliance with the firm's policies and procedures.
• Assist broker to meet or exceed production goals as assigned by CRC.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
• Maintain necessary licenses to produce business.

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• 401(k) plan with company match
• generous paid time off programs, including company holidays, vacation and sick days, new parent leave
• restricted stock units
• deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level