Inside Broker

Inside Broker

INSIDE BROKER FOR A DIGITAL-FIRST SPECIALTY LINES INSURANCE AGENCY

Put your specialty lines expertise into action providing protection to startups and technologyfirms. This innovative, tech-enabled agency seeks an experiencedInside Broker to leverage their deep understanding of cyber risks and expert grasp ofE&O markets to facilitate placements. The Inside Broker will handle inbound leads andbuild trusted advisor relationships with clients while assessing their specific needs to negotiateoptimal coverage and pricing. This role provides autonomy and upside for someone passionateabout insurance and committed to outstanding service. It is an excellent opportunity forsomeone looking to utilize their technical skills and insurance knowledge to deliver exceptionalcustomer outcomes.

Opportunity Highlights:

• Immerse yourself in cyber and specialty policies to secure optimal client results?
• Combine customer focus with tech-savvy to create tailored solutions?
• Build trusted advisor relationships with clients?
• Accelerate growth for a small, collaborative team?
• Enjoy autonomy over your work while contributing to success?
• Make a real impact at a scaling company with massive headroom?

About The Company:

A rapidly growing insurance agency focused on providing tailored coverage for startups and technology companies. With deep expertise across all aspects of insurance programs, we equip businesses to effectively manage risk and drive growth.

Led by experienced industry veterans, our team has quickly earned a reputation for technical sophistication combined with highly responsive service. Our entrepreneurial culture empowers team members to think creatively while operating with integrity.

ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES

• Utilize a strong grasp of cyber and tech E&O insurance to secure optimal client coverage?
• Educate prospects and clients about various insurance products and advise them on thebest options for their needs?
• Identify client risks and requirements through interviews and questionnaires ?
• Determine appropriate coverage, limits, and carriers based on client needs?
• Negotiate policy terms, pricing, and conditions with multiple carriers ?
• Prepare accurate applications, submissions, and supporting documents?
• Support policy management, including renewals, endorsements, and amendments?
• Provide claims assistance as an intermediary between the client and insurer?
• Ensure legal, regulatory, and compliance obligations are fulfilled ?
• Develop trusted advisor relationships with clients?
• Keep up to date with market trends and new insurance products or changes in coverageacross numerous cyber and specialty insurance lines of business?
• Maintain strong relationships with insurance carriers?
• Expand insurance product knowledge through continual learning

EXPERIENCE, KNOWLEDGE AND SKILLS, AND PERSONAL CHARACTERISTICS

Experience

• 5+ years of retail agency, wholesale broker, MGA, carrier, or other related experiencerequired?
• Current or prior retail agency experience?
• Background in cyber and tech E&O insurance ?
• Experience with policy lifecycle and submission processes?
• Knowledge of other lines of business, including standard lines such as BOP, workerscomp, etc. preferred?
• Existing relationships with insurance carriers are a plus?
• RPLU designation is a bonus

Knowledge and Skills

• Expert knowledge of cyber insurance policies and coverage?
• Strong grasp of technology insurance products and policy forms?
• Well-versed on the impact of class of business on coverage and underwriting?
• Proficiency in working with agency management systems (preferably Applied Epic)?
• Skilled at interpreting client risks and insurance needs?
• Strong written and verbal communication ability; distills complex concepts into easy-to-understand terms?
• Expert at digital engagement with customers, partners, and other stakeholders?
• High attention to detail and accuracy?
• Self-motivated with the ability to work autonomously

Personal Characteristics

• Passionate about delivering exceptional customer experiences?
• Empathetic; able to build trusted advisor relationships?
• Up-tempowork style; thrives in fast-paced environments?
• Loyal; committed to achieving company goals?
• Collaborative team player with a solutions-focused attitude?
• Organized and process-oriented approach ?
• Driven to expand specialty insurance skill set?
• Committed to continuous learning and development

EDUCATION

• Bachelor's Degree strongly preferred

COMPENSATION

• Competitive salary and bonus??

ADDITIONAL DETAILS

• Fast-paced, rewarding company culture?
• Strong potential for career development and growth?
• Remote/ hybrid