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Insurance broker

Criterion Executive Search
Framingham, MA Full Time
POSTED ON 3/10/2025 CLOSED ON 4/9/2025

What are the responsibilities and job description for the Insurance broker position at Criterion Executive Search?

  • Develop client relationships to generate submission opportunities and a regular flow of business.
  • Review submission documents received to prepare additional information, including loss pics / summaries, loss stratifications, risk summaries, narratives, online research, and requesting additional information needed from the client.
  • Select and market the risk, by line of coverage, to markets to negotiate terms and pricing.
  • Provide comparisons and illustrations to compare options and support the client presentation process.
  • Utilize knowledge of automated systems to develop information for new or renewal policies.
  • Review requests for cancellation, endorsements, etc.
  • Review policies for renewal consideration and remarketing.
  • Request additional documentation necessary for the processing of an application, endorsement, or cancellation.
  • Conduct marketing visits to agents and attend conventions.
  • Must have a great sense of urgency and have at least 2 years of experience on the wholesale broker side building a book.
  • Only in the office 2 days a week.
  • Last updated : 2024-11-16

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Boston, MA

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