Wholesale Broker

Position Summary: Each Wholesale Lead Broker is a critical member of the production team and is responsible for creating, managing, and growing a profitable portfolio of business through advanced technical expertise, sales leadership, and relationship management. The Lead Broker assumes full responsibility for account placement strategy, revenue generation, and client and carrier relationships, while also leading, developing, and mentoring Associate Brokers. This role requires deep industry knowledge, strong negotiation skills, and the ability to consistently achieve targeted revenue and growth objectives.

Essential Tasks:

• Create, manage, and maintain a profitable book of business through effective sales execution and account placement strategies

• Develop and sustain strong, long-term relationships with retail agents, clients, insurance carriers, and other service providers

• Lead the full account lifecycle for new and renewal business, including qualification, marketing, negotiation, placement, and completion of all required documentation

• Successfully negotiate pricing, coverage terms, conditions, and policy language with insurance markets

• Establish strategic market direction and placement strategy for complex professional lines accounts

• Consistently achieve or exceed assigned revenue, production, and growth targets

• Oversee and support the servicing and marketing of assigned portfolio

• Leverage internal resources, technology, and carrier relationships to optimize placement outcomes

• Recruit, lead, manage, mentor, and develop assigned Associate Brokers and support staff

• Provide technical guidance, training, and leadership to team members, promoting best practices and professional growth

• Promote accountability, performance management, and a culture of excellence within the team

• Represent the organization professionally in the marketplace through agency visits, presentations, and industry engagement

• Maintain expert-level knowledge of professional lines products including, but not limited to, management liability, cyber liability, technology E&O, and related coverages

• Remain current on insurance products, carrier appetites, underwriting guidelines, and industry trends

• Ensure compliance with internal policies, regulatory requirements, and carrier standards

Core Competencies:

• Advanced Sales & Revenue Leadership: Drive consistent production and portfolio profitability

• Strategic Account Placement: Develop and execute sophisticated placement strategies for complex risks

• Relationship Management: Build and maintain trusted partnerships with agencies and carriers

• Negotiation Expertise: Secure optimal pricing, coverage, and terms

• Leadership & Team Development: Recruit, mentor, and inspire high-performing teams

• Technical Insurance Knowledge: Deep understanding of commercial and professional lines coverages

• Decision Making: Exercise independent judgment in high-impact placement and business decisions

• Communication Skills: Exceptional verbal, written, and interpersonal communication

• Time & Priority Management: Effectively manage multiple accounts, deadlines, and team responsibilities

• Adaptability: Thrive in a fast-paced, growth-oriented organization

Experience and Education:

• Bachelor’s degree preferred; equivalent experience and knowledge considered

• 5+ years of relevant experience in a wholesale insurance brokerage or underwriting role

• Extensive knowledge of commercial insurance products, coverages, and policy forms

• Proven track record of building and maintaining strong retail agency and carrier relationships

• Demonstrated success achieving revenue and production goals

• Strong leadership experience or demonstrated ability to mentor and develop others

• High level of independent judgment in planning, prioritizing, and executing work

• Proficiency in Microsoft Office including Word, Outlook, Excel, and PowerPoint

• State insurance licensing where required

• Ability to travel extensively, including short-notice travel

Licensing and Credentials:

• Required state insurance license(s) or ability to obtain within a designated timeframe

• Completion of ongoing professional education and company-designated training

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

• Some experience with Adobe Acrobat

• Applied IMS experience preferred, familiarity with similar SaaS system or Account Management System (AMS) is acceptable

Physical Requirements:

• Ability to lift twenty-five pounds

• Frequent use of sight to read documents and computer screens

• Frequent use of hearing and speech to communicate on telephone and in person

• Repetitive hand movements, such as keyboarding, writing

• Walking, bending, sitting, reaching, and stretching in all directions

• Travel as needed

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Citadel Insurance, and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Citadel. Please do not contact our team members or send unsolicited potential placements.