Citadel Insurance Services, is looking for top talent to join our team as a Wholesale Lead Broker.  We are an energetic, team-driven, fast paced and rapidly growing organization who seeks to celebrate success and reward results.

Our greatest achievements are not just measured by our corporate growth and success but also through the positive impact experienced by our team.

Each Lead Broker is a critical member of our production team and is responsible for:

  • Creating, managing and maintaining a profitable portfolio of business through top level sales, relationship, and technical expertise.
  • Creating and nourishing profound and steadfast relationships with clients and insurance companies and other providers to create business placement opportunities.
  • Successfully negotiating the account placement of new and renewal business.
  • Consistently accomplishing targeted revenue goals.
  • Leveraging resources to fulfil account placement objectives.
  • Accountable for full cycle recruitment, management, and development of assigned team. Including inspiring and teaching team members through leadership principles, technical proficiencies, and deep insurance and product knowledge.
  • Realizing and developing superior account placement strategies through the account qualification process.
  • Fully assuming all the responsibility for placement of account opportunities and completion of all associated account requirements.
  • Keep current with insurance products offerings and industry trends and knowledge.

Ideal team member would possess:

  • Bachelor’s degree preferred; equivalent experience and knowledge considered
  • 5 or more years of relevant experience in a wholesale insurance brokerage or underwriting role.
  • Extensive knowledge of commercial insurance coverages and relevant forms.
  • Proven track record of building and maintaining working relationships with retail agents and markets.
  • Highest level of customer relationship skills, sales management and negotiating talent to drive results.
  • Highest level of verbal, written and interpersonal communications skills.
  • Demonstrates a sense of urgency.
  • Proficient in Microsoft Office including Word, Excel, and Outlook.
  • State Licensing – where required
  • Ability to travel extensively.

To apply or have questions, please email jweston@citadelus.com.

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