USI Insurance

The Role:

The Internal Broker Specialist is responsible for evaluating prospective client accounts to determine placement viability with existing brokerage carrier partners. In this role, you will identify and secure appropriate insurance coverage through accessible brokerage markets, ensuring optimal solutions for internal clients.

What You'll Do:

• Market, quote, and bind new and renewal business directed to the internal wholesale brokerage team.
• Identify appropriate markets, pricing, coverage, terms, and conditions for internal clients.
• Evaluate quotes and contract provisions from insurance carriers and present pricing and coverage terms.
• Manage the full policy lifecycle – from recommending and binding coverage to invoicing and issuing policies.
• Develop and maintain relationships with internal resources and existing insurance carriers.
• Build relationships with new insurance carriers.
• Ensure accuracy and completeness of data in agency management systems.
• Participate in ongoing professional development and industry training.
• Stay current on industry trends, emerging technologies, and market developments.

What We're Looking For:

• 5+ years of Property & Casualty insurance experience.
• 2+ years of brokerage or underwriting experience.
• High School diploma or equivalent required; college degree preferred.
• For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
• Proficiency in Microsoft Office Suite.
• Proven ability to meet performance and revenue targets.
• Ability to provide market intelligence, consultation, and tailored support to inside sales associates.