New Business Broker

Department:Business Development - Production Support Group (PSG)

Job Summary

The principal role of the Production Support Group is to assist the organization in Business Development activities.

As a member of the Production Support Group, the New Business Broker takes a lead role in the marketing of new business opportunities, the creation of Conner Strong & Buckelew business development presentations including our Consultative Review (CSCR), new business Insurance Proposals, formal Requests for Proposal/Qualifications and Capabilities Presentations.

Principal Responsibilities

• Develop a comprehensive understanding of an Insured's or Prospect's business operations, inherent exposures and the insurance coverage necessary to best protect the assets of the corporation and the owners of the business.
• Review and analyze insurance policies to identify coverage deficiencies in relation to the exposures present in a Prospect's business.
• Manage the creation of customized Conner Strong & Buckelew Consultative Reviews.
• Prepare customized Coverage Summaries for new prospective customers.
• Analyze loss information for marketing purposes and program design.
• Provide assistance and input into developing the appropriate program design for our clients, (e.g. Guaranteed Cost, Loss Sensitive, Captive, etc.).
• Negotiates Premium, Terms and Conditions with Insurance Carriers.
• Finalize New Business Proposals.
• Bind coverage on behalf of new customers.
• Prepare documents required to transition accounts to service team. Menor teammates and coworkers
• Review and analyze insurance indemnification sections of business contracts.
• Assist the Business Development personnel in gathering and compiling the necessary information required for a comprehensive review / underwriting submission.

Other Functions

• Attend new business and prospect presentations when required.
• Attend carrier capabilities meetings and other functions.
• Remain current on industry changes, technical and industry specific developments such as market conditions and carrier appetites that could affect customer service.
• Maintain Prospect files in accordance with company standards.
• Participates in Marketing Strategy meetings with Producers and team members.
• Attends various internal and external meetings as required.
• Participate on various committees / projects assigned.
• Available as a technical resource for other Conner Strong & Buckelew team members.

Requirements

• Bachelor's degree or equivalent work experience preferred.
• 10+ years' minimum of Commercial Property & Casualty Brokerage experience.
• Self-starter, flexible and able to multi-task with minimal supervision.
• Proficiency in Microsoft Office products; Word, Excel, and PowerPoint required.
• Knowledge of Document Management System (WorkSmart) preferred.
• Ability to work in a team environment but function independently.
• Ability to develop and manage key relationships at all levels within Conner Strong organization along with outside Clients and Carriers.
• Authorized to work in the United States on a full-time basis without Company sponsorship.

Specialized Knowledge or Licenses

Property & Casualty Producer License

ARM, CIC, CPCU and other specialized designations as appropriate.

Working Conditions

Able to work flexible hours and travel to other Conner Strong & Buckelew buildings and client work sites on a regular basis

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.