Position Summary:  Each Wholesale Associate Broker is a critical member of the production team and is responsible for supporting the Lead Broker in the technical, service, and marketing aspects of account placement and client relationship management. This role supports the placement of professional lines business, maintains strong retail agency relationships, and contributes to revenue growth while gaining broad industry knowledge with a defined path toward becoming a Lead Wholesale Broker. 

Essential Tasks: 

  • Support the Lead Broker with technical aspects of the account placement process, including preparation and evaluation of submissions 
  • Review submissions to identify exposures, required coverages, missing information, market direction, pricing considerations, and contract language 
  • Follow up with insurance markets to obtain quotes and assist with presenting options to retail agents and clients 
  • Assist in servicing and marketing of the Lead Broker’s portfolio 
  • Support placement of professional lines products including, but not limited to, management liability, cyber liability, technology E&O, and related coverages 
  • Maintain cooperative, dependable, and professional relationships with retail agencies and brokerages 
  • Conduct marketing and relationship-building calls to agencies on behalf of the Lead Broker 
  • Promote and train retail agents on the use of proprietary quoting platforms developed by the Lead Broker 
  • Work closely with the Lead Broker to learn effective communication, negotiation, and account placement strategies 
  • Build new relationships and strengthen existing customer and agency relationships through consistent contact and sales efforts 
  • Support the Lead Broker in achieving targeted revenue and production goals 
  • Gain broad knowledge of commercial insurance products, carriers, and markets with the goal of progressing into a Lead Wholesale Broker role 
  • Continuously enhance industry knowledge and maintain awareness of changes in the insurance marketplace 

Core Competencies:  

  • Ability to Analyze and Solve Problems: Evaluate complex insurance placements and recommend effective solutions 
  • Attention to Detail: Ensure accuracy in submissions, quotes, and policy documentation 
  • Communication Skills: Clear and professional verbal and written communication with carriers, agencies, and internal teams 
  • Sales & Relationship Management: Build trust and credibility with retail agents and carrier partners 
  • Timely Task Completion: Manage multiple priorities and meet deadlines in a fast-paced environment 
  • Team Collaboration: Work effectively with Lead Brokers and internal teams to achieve shared goals 
  • Client Focus: Provide responsive, knowledgeable support to retail agencies and customers 
  • Dependability: Demonstrate consistent reliability, accountability, and professionalism 
  • Negotiation Skills: Support pricing, coverage, and terms discussions with insurance markets 
  • Adaptability: Remain flexible and effective in a dynamic, growth-oriented organization 

Experience and Education: 

  • Bachelor’s degree preferred; equivalent experience and knowledge considered 
  • 3+ years of relevant experience in a commercial insurance brokerage or underwriting role helpful but not required 
  • Wholesale or retail agency/brokerage experience preferred 
  • Proven ability to build and maintain trusted professional relationships 
  • Ability to exercise independent judgment in planning, prioritizing, and organizing workload 
  • Critical attention to detail 
  • Proficiency in Microsoft Office including Word, Outlook, Excel, and PowerPoint 
  • State insurance licensing where required 
  • Ability to travel on short notice; travel may be significant 

Licensing and Credentials: 

  • Required state insurance license(s) or ability to obtain within a designated timeframe 
  • Completion of relevant training or coursework as determined by the company upon hire 

Systems: 

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook 
  • Some experience with Adobe Acrobat 
  • Applied IMS experience is preferred, but knowledge of similar SaaS system or Account Management System (AMS) is acceptable  

Physical Requirements: 

  • Ability to lift twenty-five pounds 
  • Frequent use of sight to read documents and computer screens 
  • Frequent use of hearing and speech to communicate on telephone and in person 
  • Repetitive hand movements, such as keyboarding, writing, 10-key 
  • Walking, bending, sitting, reaching, and stretching in all directions 
  • Travel as needed 

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Citadel Insurance, and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Citadel.  Please do not contact our team members or send unsolicited potential placements.

Apply Now