POSITION SUMMARY

The Commercial P&C In-House Broker Sales / Insurance Specialist:

In-House Broker – The role partners with producers to support the development, marketing, and placement of new and renewal business.

• Review account information and assist in preparing complete and accurate submissions for carrier marketing.
• Coordinate with carrier partners to obtain quotes, coverage options, and terms that meet client needs.
• Assist with renewal preparation, including reviewing existing coverage, identifying required information, and supporting remarketing efforts when appropriate.
• Compare carrier proposals, coverage terms, pricing, deductibles, and other relevant considerations to support producer recommendations.
• Facilitate timely communication among producers, account management teams, carriers, and other internal stakeholders throughout the sales and renewal process.
• Maintain accurate documentation of marketing activity, carrier responses, quotes, and placement decisions within applicable systems.
• Support binding and handoff activities to help ensure a smooth transition from sales and placement to marketing or account servicing teams.
• Maintain awareness of carrier appetites, market conditions, and available coverage solutions to effectively support P&C sales efforts.

Insurance Specialist-Sales - Is responsible for developing and maintaining relationships with business clients by identifying their insurance needs and providing customized commercial insurance solutions.

• This role focuses on generating new business opportunities, retaining existing accounts, and partnering with insurance carriers to secure competitive coverage and pricing for clients. The producer serves as a trusted advisor, delivering exceptional customer service while achieving sales and revenue goals.

JOB RESPONSIBILITIES & REQUIREMENTS

• Audits client’s current Insurance policies.
• Provide customized Insurance solutions to fit client’s unique circumstances.
• Partner with all insurance verticals (Private lines, Group Benefits, and PEO)
• Meet or exceed sales targets and performance metrics
• Building COI’s and referral business
• Setting appointments with prospective clients and business owners, in our office or theirs.
• Presenting and explaining policies using a consulting approach, based on a true understanding of client’s needs and goals.
• Stay up to date on industry trends and changes to insurance policies and regulations.
• Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
• Coordinates with client services to continue white glove service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.

REQUIRED SKILLS/QUALIFICATIONS

• License in Life, Accident & Health
• 5+ years or more of related experience in life insurance
• BA in Finance, Business, Economics, or a related field is preferred by many employers
• Prospecting skills
• Meeting sales goals
• Product knowledge (specify preferred products)
• Organizational skills
• Attention to detail
• Strong communication skills

HOTALING CORE VALUES

• Be a Winner
• Extreme Ownership
• Be All In
• Do What’s Right
• Grit, Grind and Bind