Commercial Insurance Broker - Elite Accounts (Remote First)

Commercial Insurance Broker (Elite Accounts team)

Reporting to the Practice Leader, you’ll manage a dedicated group of clients, treating every account as a holistic relationship.

You’ll be responsible for providing year‑round stewardship and strengthening relationships to maximize retention through optimized coverage.

Responsibilities

• Strategic Onboarding: Effectively onboarding new customers and establishing yourself as their trusted advisor from day one.
• The Circle of Protection: Managing an existing book of business by issuing certificates and processing endorsements for large, complex accounts.
• Forensic Policy Review: Carefully reviewing all new submissions and policy data for accuracy.
• Risk Architecture: Processing remarkets and designing risk mitigation strategies (reviewing leases, contracts, and loss controls).
• Year‑Round Stewardship: Providing c...