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Summary

The Programs & Brokerage Manager offers underwriting, account servicing, and brokerage support for wholesale commercial accounts for our growing book of business (E&S and standard P&C).

Key Responsibilities

• Proactively organize projects and tasks per guidance from President and Executive leadership to streamline successful flow of business for Programs & Brokerage department
• Initiate, facilitate and organize departmental and administrative tasks to achieve provided leadership objectives
• Deliver exceptional, exclusive, high-touch service experience for high-profile wholesale commercial insurance accounts
• Build existing and future relationships with external brokers
• Execute all aspects of wholesale department servicing for the commercial insurance policy life cycle including:
• Servicing: Prospect engagement, quote preparation, binding, policy issuance, endorsements, renewals, cancellations, support for inspection documentation and claims records as needed


• Accounting support: Invoicing, collections, bordereaux records management, audit support, surplus lines tax data entry


• Compliance: Secure document management, revision and editing of custom applications, data retention


• Communication: Prompt, professional support for clients as well as positive collaboration with internal and external brokers

Additional Task Specifications

• Review submissions details and applications as necessitated for processing of new business and renewal quotes
• Data entry as required for new or renewal quotes as directed by Underwriter
• Monitor various reports for consistency, accuracy, and compliance
• Assist in document preparation for policy issuance and endorsement processing, including audits
• Support for accounting procedures such as invoicing and bordereaux records
• Data entry using both excel and multiple internet-based platforms

Background & Experience

• High attention to detail is essential
• Commercial insurance experience, wholesale preferred (2+ years wholesale & 3-5 years P&C)
• Excellent computer skills, technical proficiency, adept in new software learning as required by growth for this role
• Strong written and verbal communication skills
• Highly organized, self-motivated, diligent self-starter
• Able to prioritize important and pressing tasks, and manage productivity in high-stress, tight-deadline environments when necessary
• Conflict resolution and problem-solving skills, focus on personal responsibility
• Willing to take on challenges
• Effective team-player who is also able to manage time independently

Education

• Bachelor's (Required)

License/Certification

• Property & Casualty License (Required)

Technical Requirements

• Microsoft Excel - Spreadsheets, Data Entry; Word – document conversion; Powerpoint – basic for presentation visual support as needed
• Adobe Acrobat - including Adobe Forms & Adobe Signature, custom forms editing and file management
• Applied Epic – We use Applied Epic as our CRM platform. This is an insurance-specific CRM tool. Proficiency is required.
• Microsoft Applications: Outlook, Sharepoint, OneDrive

Salary

Commensurate with experience

Benefits

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule

Full-Time

Work Location

Magnolia, TX 77354

***While we may consider hybrid or remote work options for exceptional candidates, we are prioritizing candidates who can work full-time, in person from our Main office in Magnolia, TX.***

About WealthGuard Insurance Group, LLC

WealthGuard Insurance Group, based in Magnolia, TX, is a commercial insurance wholesaler, MGA, and . We are a small office with global reach, featuring a dynamic, competitive product portfolio including marina, energy, ocean marine, stock-throughput, and cargo offerings. Our leadership team presents over 60+ years of combined industry experience. Learn more at .