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Wholesale Solutions Specialist
American Family Insurance. Provide insurance carrier placement guidance and service to the field .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance carrier placement, account management, and underwriting for commercial and personal lines. Proficient in maintaining strong relationships with agents and partners while ensuring compliance with state regulations and underwriting guidelines.
Highest-signal resume keywords
Insurance Carrier PlacementAccount ManagementUnderwriting ConceptsCustomer ServiceProperty And Casualty Producer License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance PlacementRisk AnalysisPolicy ProcessingPricing GuidelinesSubmission Management
Soft Skills
Written CommunicationVerbal CommunicationRelationship ManagementCustomer-Driven Solutions
Tools & Technologies
Microsoft OfficeExcelInternet ExplorerOutlook
Certifications & Qualifications
Property And Casualty Producer License
Industry Keywords
Excess And Surplus LinesBrokerage OperationsCommercial LinesPersonal LinesState Regulations
About the role
Key responsibilities & impact- Provide insurance carrier placement guidance and service to the field
- Manage a profitable book of business
- Maintain strong relationships with the field and partners to support brokerage operations and customer service
- Facilitate placement of accounts with admitted and non-admitted carrier partners/brokers
- Facilitate outbound marketing of select accounts
- Consult on commercial and personal lines coverages
- Advise field agents on carrier partner options for all coverages in the territory
- Oversee a book of business within a geographic territory and place profitable business
- Analyze submissions, risk characteristics, exposures, hazards and controls
- Accept, decline or modify new and renewal business according to authority levels
- Apply underwriting guidelines and comply with state regulations
- Review applications, inspections, loss control recommendations, loss history, credit checks and D&B reports
- Price business according to underwriting and pricing guidelines
- Handle new and renewal placement, including rating, submissions, negotiations and proposal/quotation preparation
- Resolve application and policy questions with internal staff and carriers
- Assist agents and staff with carrier information and processes
- Provide vendor product information and sales support to field management and agents
- Maintain relationships with brokerage and alliance companies
- Complete other assignments or participate in projects as needed
Requirements
What you’ll need- Demonstrated experience providing customer-driven solutions, support or service
- Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.)
- Demonstrated experience in account management/insurance placement for commercial and specialty personal lines products
- Demonstrated experience placing profitable business
- Solid knowledge and application of underwriting concepts and servicing for excess/surplus coverages for all admitted carriers
- Ability to recognize when to utilize an Excess and Surplus lines broker
- Solid knowledge and understanding of brokerage customer service, carrier placement and policy processing processes, terms and procedures
- Demonstrated experience using reference materials, reading policy language, and processing rules and procedures
- Demonstrated understanding of carrier appetites and market conditions
- Demonstrated experience consulting with agents
- Demonstrated written and verbal communication skills
- Property and casualty producer license required
- Must be licensed in resident state
- Must maintain current, active license(s) through continuing education and by meeting all state, operating and regulatory requirements
- Ability to travel up to 10%
- Offer contingent on applicable background checks
- Offer contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
- Sponsorship will not be considered unless specified in the posting
Benefits
Comp & perks- Relocation support for eligible candidates
- Comprehensive medical, dental, vision and wellbeing benefits
- Competitive 401(k) contribution
- Pension plan
- Annual incentive
- 9 paid holidays
- Paid time off program (23 days accrued annually for full-time employees)
- Student loan repayment program
- Paid-family leave
- Company support for maintaining an active license
- In-person New Employee Orientation
- Reasonable accommodation support