| Wholesale Insurance Sales Associate Job Description |
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| The following is a full job description for Wholesale Insurance Sales Associate. Here are the requirements and responsibilities for Wholesale Insurance Sales Associate along with statistics. If after reading this page you determine that Wholesale Insurance Sales Associate is not the position you are looking for, you may want to try one of these similar titles: Wholesale Insurance Team Leader, Insurance Sales Compensation Senior Coordinator, Insurance Sales Agent II, Insurance Sales Agent III, Insurance Sales Agent IV, Insurance Risk Analyst V, Sales Representative III, Sales Representative I, Insurance Product Development Analyst II |
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| Requirements and Responsibilities For Wholesale Insurance Sales Associate |
| Develops and manages wholesale insurance sales relationships by working with retail brokers to place complex or non-standard risks across multiple carrier markets. Identifies client coverage needs and matches risks to appropriate wholesale insurance products, ensuring competitive pricing and appropriate underwriting alignment. Generates new business opportunities and expands broker relationships by providing market access, product expertise, and placement solutions. Coordinates with underwriters, carriers, and internal teams to negotiate terms, secure quotes, and bind coverage in accordance with company guidelines. Maintains a pipeline of submissions and sales activity while tracking performance metrics, renewal opportunities, and market trends. Ensures compliance with insurance regulations, carrier requirements, and internal sales practices throughout the placement process. Requires a bachelor's degree. Requires Passing of FINRA SIE Exam. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. |
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| Also referred to as: Wholesale Insurance Sales Representative |
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| Similar Jobs: Wholesale Insurance Team Leader, Insurance Sales Compensation Senior Coordinator, Insurance Sales Agent II, Insurance Sales Agent III, Insurance Sales Agent IV, Insurance Risk Analyst V, Sales Representative III, Sales Representative I, Insurance Product Development Analyst II |
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| Level of Education: Wholesale Insurance Sales Associate Salaries with No Diploma, Wholesale Insurance Sales Associate Salaries with a High School Diploma or Technical Certificate, Wholesale Insurance Sales Associate Salaries with an Associate's Degree, Wholesale Insurance Sales Associate Salaries with a Bachelor's Degree, Wholesale Insurance Sales Associate Salaries with a Master's Degree or MBA, Wholesale Insurance Sales Associate Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Healthcare, Insurance, Retail & Wholesale | |
