Source Job

US

  • Serves as brokerage leader and subject matter expert, managing relationships between retail agencies, carrier partners, and the company.
  • Analyzes submissions from retail agents to determine the best carrier and coverages, then rates, quotes, and binds accounts.
  • Owns and maintains a book of business, providing ongoing service to maintain and grow insured accounts.

Insurance Brokerage Microsoft Excel Microsoft Word

20 jobs similar to Brokerage Account Consultant

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$69,152–$123,921/yr
US

  • Determine the acceptability, quality, pricing, and profitability of new and existing business.
  • Complete thorough risk analysis on designated accounts using industry rules and guidelines.
  • Identify and initiate new business opportunities within your book of business and assigned agencies.

Encova Insurance is an insurance company that provides commercial lines insurance and risk management solutions. We have a culture of collaboration, trust, and continuous learning, with associates driving our success.

US

  • Serve as senior underwriting leader for assigned territory, managing surety portfolio profitability and growth.
  • Build and maintain strong relationships with agents, brokers, and business partners through market-facing activities.
  • Recruit, train, and mentor underwriters while driving portfolio performance and strategic business development.

Core Specialty offers a diversified range of property and casualty insurance products for small to mid-sized businesses. The Company focuses on niche markets, local distribution, and superior underwriting knowledge, with underwriting offices spanning the US.

US

  • Underwrites a profitable portfolio of farm mutual reinsurance business by developing strategies and processes.
  • Accountable for underwriting property and casualty farm mutual regional reinsurance business, deploying capital and maximizing profits.
  • Identifies opportunities within territory portfolio to grow business profitably and evaluates renewals using catastrophe modeling and actuarial pricing.

Grinnell Mutual provides reinsurance and insurance services for farm mutual companies. The company values continuous improvement and teamwork, operating with a focus on profitable portfolio management.

US Unlimited PTO

  • Serve as a trusted resource for policy service, coverage guidance, and account maintenance, delivering a high-quality client experience.
  • Manage policy changes, endorsements, billing inquiries, and service requests with accuracy and responsiveness.
  • Build and strengthen relationships with clients, carriers, producers, and internal teams to support client retention and growth.

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Founded in 2019, the company is ranked the 25th-largest broker in the U.S. with over 2,100 employees across 150+ locations, fostering a collaborative culture where each agency retains its own identity.

US Unlimited PTO

  • Guide agencies through post-conversion adoption of Patriot's direct bill processes, resolving gaps and errors in partnership with leadership.
  • Monitor and reconcile direct bill transactions to ensure accurate commission posting to client accounts and the general ledger.
  • Deliver training on commission processing software and agency management systems while supporting continuous improvement of conversion playbooks.

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees and 150+ locations, we foster a collaborative model where each agency retains its own identity and culture while benefiting from shared resources and support.

Louisiana Texas

  • Manage and service a book of middle-market commercial insurance clients, ensuring accurate and efficient handling of their needs.
  • Partner with producers and account executives to support new business, renewals, and client retention efforts.
  • Respond to coverage questions, process policy changes, and build strong relationships to deliver a seamless customer experience.

Risk Services of Louisiana, a Leavitt Group affiliate, provides insurance solutions for middle-market commercial clients. They focus on delivering exceptional service and building lasting relationships with clients, carriers, and team members.

$65,000–$75,000/yr
US

  • Manage all aspects of client personal insurance needs, from information gathering to policy administration.
  • Explain coverages, suggest enhancements, and resolve customer inquiries.
  • Maintain client relationships, handle account records, and process renewals and endorsements.

Hilb Group is a Top 25 middle-market independent insurance broker offering property & casualty, employee benefits, HR consulting, and retirement services. The company provides the resources of a big broker with personal service, and values trust, passion, integrity, and growth.

$80,000–$100,000/yr
US

  • Serve as the primary claims resource for commercial clients, managing investigations, documentation, and communication throughout the claims process.
  • Monitor open claims, review reserves and settlement strategies, and support workers' compensation programs.
  • Collaborate with producers, account executives, risk advisors, and carriers to identify cost reduction and risk management opportunities.

Leavitt Risk Advisory is a commercial and personal lines insurance brokerage that manages risk for individuals and businesses. As part of the Leavitt Group, one of the nation's largest privately held insurance brokerages, they combine local agency culture with national resources and support.

US

  • Manage overall underwriting, business development, and profitability for a complex excess and primary casualty book of construction-related risks.
  • Build and maintain broker relationships, grow new business within delegated authority, and achieve premium, loss ratio, and service goals.
  • Mentor less experienced underwriters, analyze industry trends, and contribute to special underwriting projects and presentations.

Crum & Forster provides market-leading property & casualty, accident & health, and specialty insurance solutions with a 200-year history. With 3,000 employees and $6.2 billion in annual gross written premium, the company is recognized as a great place to work with multiple workplace awards.

Global

  • Manage and retain a book of business with excellent customer service and proactive renewal processes.
  • Handle day-to-day client servicing including certificates, endorsements, policy checks, and billing issues.
  • Communicate clearly with clients and carriers to build strong relationships and advise on coverage.

Signers National is an insurance platform providing brokerage and underwriting services to organizations of all sizes. It is a socially conscious company with a culture of relentless grit and continuous improvement.

US

  • Oversee underwriting team performance, professional development, and risk selection for homeowners and auto policies.
  • Ensure compliance with regulations, quality work product, and operational efficiency while fostering agent relationships.
  • Drive process improvements, automation updates, and new product initiatives to enhance growth and profitability.

Mercury Insurance helps people reduce risk and overcome unexpected events with personal auto and property insurance products. Recognized as one of America's Best Midsize Employers for 2025, the company fosters a collaborative, inclusive culture focused on growth and customer service.

US

  • Manage new business and complex renewals for marinas, boat dealers, yacht clubs, and rental operations.
  • Mentor underwriting team members and support their professional growth.
  • Build broker relationships and conduct quarterly visits across an assigned territory.

Our partner company operates in the insurance industry, specializing in recreational marine underwriting. They are a large organization with a remote team and a culture focused on mentorship, continuous improvement, and professional development.

$64,000–$110,000/yr
US 4w PTO

  • Be the initial point of contact for agency partners nationwide, managing relationships remotely and delivering exceptional service.
  • Understand underwriting procedures and ProAg products to help agents navigate challenges and find the best internal contacts.
  • Assist in meeting annual company goals for profitability, renewal retention, revenue growth, and new business production.

ProAg is a crop insurance provider and member of the Tokio Marine HCC group, protecting American farmers and ranchers. With over 100 years of service and an A++ rating, it fosters a welcoming, dynamic culture based on integrity and customer service.

$64,700–$121,600/yr
US

  • Develop and manage a large block of stop loss business, applying underwriting rules and best practices to ensure profitability and compliance.
  • Collaborate with sales team to formulate successful sales strategies and maintain strategic relationships with brokers and TPAs.
  • Utilize underwriting tools and pricing models to make sound Specific and Aggregate Stop Loss pricing recommendations.

Crum & Forster provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. They have 3000 employees and are consistently recognized as a great place to work, earning multiple workplace and wellness awards.

$82,900–$121,600/yr
US

  • Draft policy forms reflecting underwriting intent and regulatory requirements for assigned lines of business.
  • Manage complex product projects collaborating with Underwriting, Claims, Legal, and Actuarial to produce final insurance products.
  • Review and assess regulatory changes to determine filing and regulatory requirements, and independently review advertising materials for compliance.

Crum & Forster provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. With 3000 employees and locations throughout the US and India, the company is consistently recognized as a great place to work, earning multiple workplace and wellness awards.

$55,100–$103,810/yr
US

  • Generate rate proposals for new business and renewal cases, including pricing of alternate benefit sets and assessment of dental and vision utilization.
  • Consult with Sales and Account Executives by providing advice, presenting information to groups and brokers, and offering opinions on financial consequences of insurance arrangements.
  • Approve financial contract pages for renewing groups and provide training and peer review to Underwriter I team members.

Capital Blue Cross is a health insurance company that provides medical, pharmacy, and ancillary products. We are consistently voted one of the 'Best Places to Work in PA' and offer a comprehensive benefits package.

$105,000–$141,500/yr
US Unlimited PTO

  • Build strong trusted relationships with regional leaders of high-performance brokerage and consultancy firms.
  • Partner with HealthEquity's Field Sales teams to optimize win rates with top-priority brokers and consultants.
  • Develop and implement a data-driven strategy that maximizes brokerage-driven opportunities to achieve sales targets.

HealthEquity is a healthcare fintech company dedicated to empowering healthcare consumers through Health Savings Accounts and related benefits. The company fosters a culture of innovation and inclusion, with a remote-first approach and a commitment to diversity.

US

  • Drive profitable new business production and territory expansion across the East Coast region as a production underwriter and business leader.
  • Lead, coach, and develop a high-performing underwriting team while managing broker relationships and executing growth strategies.
  • Apply deep cyber underwriting expertise to handle complex accounts, monitor portfolio performance, and shape the future direction of a rapidly growing cyber business.

Great American Insurance Group provides specialized insurance solutions across over 30 specialty and property and casualty operations, with a focus on cyber risk coverage for small and midsize businesses. The company employs more than 8,500 people and fosters a collaborative, inclusive culture that values diverse perspectives.

US

  • Lead Voice of Agent data analysis to identify trends, root causes of friction, and opportunities for improvement across the independent agent lifecycle.
  • Manage cross-functional initiatives with Sales, Product, Technology, and Underwriting to design and test solutions that drive measurable business outcomes.
  • Collaborate with Sales leadership and analytics teams to align agent experience priorities with business growth goals.

Mercury Insurance is a property and casualty insurance provider focused on helping people reduce risk and overcome unexpected events. They have a collaborative culture with a focus on inclusion and offer competitive benefits, professional development, and advancement opportunities.

US

  • We are seeking a Corporate Associate with 3+ years of M&A experience in the insurance brokerage industry.
  • You will handle sophisticated transactions including buy-side, sell-side, and capital raises.
  • You will work in a collaborative, entrepreneurial environment with opportunities for growth.

Levenfeld Pearlstein is a law firm representing middle-market companies, private equity funds, and entrepreneurs in transactional and governance matters. It has a warm, collaborative, inclusive culture with a focus on entrepreneurial spirit and exceptional client service.