Regional Brokerage Leader

The Regional Brokerage Leader (RBL) serves as a strategic partner between regional teams and national resources, ensuring consistent placement strategy execution, effective carrier relationships, and efficient use of wholesaler channels. The RPL leads with a "Fewer and Stronger" carrier engagement philosophy and plays a critical role in overseeing placement decisions, driving carrier growth, and managing carrier and wholesaler performance within their designated region.

Key Responsibilities:

1. Strategic Understanding, Communication & Execution

• Promote and execute the "Fewer and Stronger" placement strategy across the region in a proactive and retroactive manner to ensure execution.
• Serve as the conduit between National Placement Leadership and regional teams, ensuring alignment and consistency.

2. Carrier Growth & Performance

• Monitor and support a 10% growth target with core carrier partners across the region.
• Partner with National Placement to identify and develop Business Develop opportunities with Partner markets
• Partner with National Placement, Producers and carrier partners to identify growth opportunities and track progress.

3. Wholesaler & Direct Placement Management

• Proactively drive transition from Indirect (wholesale) to Direct carrier placements where possible utilizing data and analytics reporting
• Retroactively review results to track and report progress and execution.
• Review and approve requests to retain placements with wholesalers for renewals.
• Vet and approve movement of business to approved wholesalers; ensure alignment with strategy.

4. Wholesaler & Carrier Vetting

• Evaluate and monitor new wholesaler and carrier requests before final approval by the RL and National Brokerage.
• Ensure new relationships meet strategic, compliance, and performance criteria.

5. Carrier Panel Oversight

• Provide oversight and accountability for the use and performance of panel carriers within the region.
• Ensure adherence to carrier engagement strategies and panel guidelines.

6. Carrier Relationships (Middle Market Focus)

• Maintain and nurture strong relationships with Middle Market carrier partners.
• Effective interactions/communications with Placement Leader; cooperating purposefully and providing support, as needed, to achieve the business goals
• Serve as the regional point of contact for strategic carrier issues, escalations, and collaboration.

7. Placement Economics

• Review and assess fee-to-premium ratios and placement structure.
• Make recommendations and gain final approval from RL for adjustments.

8. National Resource Integration

• Effective interactions/communications with National Placement; cooperating purposefully and providing support, as needed, to achieve the business goals
• Act as a regional facilitator for Property and Casualty National Resource initiatives.
• Implement and align regional efforts with national strategies and directives.

9. Communication & Information Cascade

• Cascade critical market intelligence and updates to regional teams, including:
  • Carrier partner changes (e.g., AIG adjustments)
  • Market trends and emerging issues
  • Strategic insights and performance data
  • Work closely with Operations and National Placement to ensure associate participation and awareness of intellectual capital.

10. Data & Reporting

• Utilize National Placement reporting tools, carrier reports and internal reporting (Power BI,..) tools to guide placement decisions.
• Leverage data to identify trends, measure outcomes, and inform strategy.

Qualifications:

• 10+ years of insurance industry experience, preferably in placement, underwriting, or carrier relationship management
• Strong understanding of carrier and wholesaler dynamics in the Middle Market
• Deep technical knowledge of Property & Casualty business, including loss sensitive, alternative risk transfer, self-insured retentions, and captive programs
• Demonstrated ability to influence and drive results across teams and geographies
• Excellent communication, negotiation and presentation skills
• Strategic mindset with strong analytical and decision-making abilities

Preferred Skills:

• College degree preferred
• Experience with data visualization and reporting tools
• Collaborative leadership style and ability to work across matrixed teams
• Demonstrated ability to influence and drive results across teams and geographies

Pay Range: