Regional Brokerage Leader

The Regional Brokerage Leader (RBL) serves as a strategic partner between regional teams and national resources, ensuring consistent placement strategy execution, effective carrier relationships, and efficient use of wholesaler channels. The RPL leads with a "Fewer and Stronger" carrier engagement philosophy and plays a critical role in overseeing placement decisions, driving carrier growth, and managing carrier and wholesaler performance within their designated region.
Key Responsibilities:

1. Strategic Understanding, Communication & Execution

- Promote and execute the "Fewer and Stronger" placement strategy across the region in a proactive and retroactive manner to ensure execution.

- Serve as the conduit between National Placement Leadership and regional teams, ensuring alignment and consistency.

2. Carrier Growth & Performance

- Monitor and support a 10% growth target with core carrier partners across the region.

- Partner with National Placement to identify and develop Business Develop opportunities with Partner markets

- Partner with National Placement, Producers and carrier partners to identify growth opportunities and track progress.

3. Wholesaler & Direct Placement Management

- Proactively drive transition from Indirect (wholesale) to Direct carrier placements where possible utilizing data and analytics reporting

- Retroactively review results to track and report progress and execution.

- Review and approve requests to retain placements with wholesalers for renewals.

- Vet and approve movement of business to approved wholesalers; ensure alignment with strategy.

4. Wholesaler & Carrier Vetting

- Evaluate and monitor new wholesaler and carrier requests before final approval by the RL and National Brokerage.

- Ensure new relationships meet strategic, compliance, and performance criteria.

5. Carrier Panel Oversight

- Provide oversight and accountability for the use and performance of panel carriers within the region.

- Ensure adherence to carrier engagement strategies and panel guidelines.

6. Carrier Relationships (Middle Market Focus)

- Maintain and nurture strong relationships with Middle Market carrier partners.

- Effective interactions/communications with Placement Leader; cooperating purposefully and providing support, as needed, to achieve the business goals

- Serve as the regional point of contact for strategic carrier issues, escalations, and collaboration.

7. Placement Economics

- Review and assess fee-to-premium ratios and placement structure.

- Make recommendations and gain final approval from RL for adjustments.

8. National Resource Integration

- Effective interactions/communications with National Placement; cooperating purposefully and providing support, as needed, to achieve the business goals

- Act as a regional facilitator for Property and Casualty National Resource initiatives.

- Implement and align regional efforts with national strategies and directives.

9. Communication & Information Cascade
- Cascade critical market intelligence and updates to regional teams, including:
- Carrier partner changes (e.g., AIG adjustments)

- Market trends and emerging issues

- Strategic insights and performance data

- Work closely with Operations and National Placement to ensure associate participation and awareness of intellectual capital.

10. Data & Reporting

- Utilize National Placement reporting tools, carrier reports and internal reporting (Power BI,..) tools to guide placement decisions.

- Leverage data to identify trends, measure outcomes, and inform strategy.

Qualifications:

- 10+ years of insurance industry experience, preferably in placement, underwriting, or carrier relationship management

- Strong understanding of carrier and wholesaler dynamics in the Middle Market

- Deep technical knowledge of Property & Casualty business, including loss sensitive, alternative risk transfer, self-insured retentions, and captive programs

- Demonstrated ability to influen