Broking Leader - CA (Senior/AVP/VP)

About the Role 

We are seeking a Senior Broker to support our growing West region (Woodland Hills/Los Angeles, CA office). This is a leadership position that works with the insurance team for a book of property and casualty business focused on the construction industry. This role can be filed at AVP or VP level depending on candidate experience & qualifications.

The role will be responsible for leading the new and renewal account process and strategy, identifying, and recommending coverage and markets, carrier negotiations, and preparing and presenting proposals to clients and prospects. 

This individual is responsible for growing the current book of insurance business, through new business and cross selling the surety book. They are also responsible for providing thought leadership in the industry and internally to colleagues.   

Key Responsibilities 

The Senior Broker will be responsible for: 

• Identify key decision maker’s, client’s or prospect’s risk needs and determine the services, products, and strategy that will best serve and address the issues and objectives of the prospect/client and effectively present solutions to them  

• Serve as a visible leader in the industry and actively participate in industry associations, organizations, boards, and charities, as appropriate  

• Support Chief Broking Officer and local Insurance Leaders by developing and maintaining carrier and wholesale broker relationships as the main point of contact, and manage key local relationships  

• Interpret loss data and actuarial reports to support efficient program designs and develop loss picks  

• Prepare and/or check submissions and obtain, evaluate, and negotiate coverage, cost, and compensation with underwriters for both new and assigned renewal business  

• Proactively conduct and prepare intricately comprehensive coverage analysis for prospects and clients to include policy forms, endorsements, exclusions, and manuscript wordings  

• Collaborate with American Global claims professionals and coverage counsel as appropriate for the successful resolution of complex and or disputed claims matters  

• Collaborate with Project Risk Solutions team to place Wrap-Up and other project specific programs  

• Build and maintain effective and sustainable relationships with clients on a regional basis  

• Understand the client’s business objectives and lead the development of custom solutions to address the prospect/client needs  

• Strategic point of contact for client coverage questions, contract reviews and deliverables  

• Support Insurance Department Manager in producing stewardship reports on complex accounts  

• Lead and support the Account Executive in Pre-Renewal strategy meetings for complex accounts and placements  

• Organize sales data, reports, and meetings  

• Drive development of sales documents and presentations to prospects  

• Develop sales intelligence for new project opportunities using technology tools and relationships  

• Drive ADR carrier and service strategy including TPA, data collection, reports and managing various agreements  

• Prepare and explain policy coverage and pricing comparisons on an individual account and enterprise-wide basis  

• Assist in development of sales documents and presentations to prospects on an individual account enterprise-wide basis  

• Coordinate with other American Global Regional Brokers to collaboratively develop and disseminate carrier and market intelligence on a regional and enterprise-wide basis  

• Act a visible leader for the internal insurance team by understanding, supporting, and communicating American Global’s short- and long-term business objectives  

• Undertake various duties and special projects as assigned 

Skills & Experience That Lead to Success: 

• Strong technical property and casualty knowledge  

• Strong risk financing capabilities  

• Ability to present and clearly explain the details of property and casualty programs to clients  

• Strong background in account management, servicing, placement and negotiation of property and casualty coverages  

• Support an understanding of the construction insurance marketplace  

• Ability to solve problems and think independently  

• Superb interpersonal skills, both verbal and written  

• Ability to work well under pressure with attention to detail  

• Ability to organize, prioritize, monitor, and control workflow deadlines  

• Be energetic/have a sense of urgency  

• Positive and flexible attitude 

• High attention to detail 

Additional/Preferred Qualifications: 

• Bachelor’s degree preferred 

• Home State P&C license & license in states of service  

• CRIS, CIC, ARM, or other professional designation desirable 

What You Can Expect From Us: 

• Comprehensive Benefits Package  

• Collaborative and innovative environment 

• Culture of continuous learning and professional development 

• Competitive salary package 

• 401k with above-average employer match of up to 5% of your salary 

• Leadership training and support 

• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services) 

• Education and Student Loan Assistance 

 
American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. 
 
We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email info@americanglobal.com. 
 
The salary range for this position (intended for U.S. applicants) will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.