10 wholesale jobs found in Charlotte

Description The Engagement Manager is a key member of the Commercial Strategy team responsible for leading strategic engagements across Commercial Banking's lines of business. This individual will partner directly with senior leaders and business unit heads to design, execute, and deliver high impact strategic initiatives that drive growth, improve efficiency, and support the bank's long-term vision.    Engagements span a wide range of strategic priorities, including   identifying   new growth markets, new products, and new industries, as well as enhancing product offerings, strengthening the coverage model, evolving the business operating model, and improving services and processes. The role requires a blend of strategic thinking, stakeholder management, and the ability to translate complex analysis into clear, actionable recommendations for executive and Board level audiences.   Duties and...

Company Details   Berkley Southeast is a member company of W. R. Berkley Corporation, a Fortune 500 Company, whose insurance company subsidiaries are rated A+(Superior) by A. M. Best Company. BSIG provides local underwriting, risk services, claim, marketing and audit services for agents and policyholders in Alabama, Georgia, Mississippi, South Carolina, North Carolina and Tennessee. We take a broad approach to underwriting for ‘best in class’ businesses, primarily in: construction, light manufacturing, wholesale, distribution and business service industries.   The Company is an equal employment opportunity employer.   www.berkleysoutheast.com   Responsibilities Within delegated authority levels, evaluate (selection and pricing) and maintain (control) risk acceptability and profitability within the company’s underwriting guidelines and procedures for commercial risks. Partners with agents to manage a challenging...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...

Description Summary: The Commercial Strategy team is responsible for providing strategic and business planning leadership and support across businesses and functions within the commercial bank. The Commercial Strategy Consultant is an essential role for the establishment and progression of internal strategic consultancy capabilities for the Commercial Strategy team and for Huntington Bank overall. This role will be actively involved in driving multiple strategic engagements targeting growth, digital, and other business transformation opportunities across the commercial bank working in cooperation with coverage leaders, product owners, and key functional leaders including technology, operations, finance, risk, and human resources. Sample engagements may focus on new markets or businesses to enter, enhancing salesforce effectiveness, identifying new digital capabilities to develop or new products to offer, and...

Responsibilities   Develop and execute marketing plan to drive new and renewal business, including in-person visits, telemarketing and distribution of marketing materials for insurance company partners Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing Develop and submit underwriting referrals, where required, to company brokerage facilities and Burns & Wilcox management Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary Mentor and train Assistant Underwriters as needed Qualifications   Bachelor’s degree or equivalent combination of education and experience Minimum 3 years of multi-line underwriting experience, excess & surplus experience preferred Strong sales and marketing skills a must, business acumen, interest in continued...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Customer Service Specialist to join our growing team in the Charlotte, NC office! The primary job function of this position is to support the clerical, administrative process, and management of the Broker’s book of business for both renewals and new business. Travel is not required for this position as contact with customers and teammates is by phone and correspondence. This position does not drive for business. This is not a remote position. This is not a hybrid position. Our team does our best work collaborating in-person, in the office. How You Will Contribute:   Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Customer Service Specialist to join our growing team! The primary job function of this position is to support the clerical, administrative process, and management of the Broker’s book of business for both renewals and new business. Travel is not required for this position as contact with customers and teammates is by phone and correspondence. This position does not drive for business. How You Will Contribute:   Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are...

Company Details   Berkley Southeast is a member company of W. R. Berkley Corporation, a Fortune 500 Company, whose insurance company subsidiaries are rated A+(Superior) by A. M. Best Company. BSIG provides local underwriting, risk services, claim, marketing and audit services for agents and policyholders in Alabama, Georgia, Mississippi, South Carolina, North Carolina and Tennessee. We take a broad approach to underwriting for ‘best in class’ businesses, primarily in: construction, light manufacturing, wholesale, distribution and business service industries.   The Company is an equal employment opportunity employer.   www.berkleysoutheast.com Responsibilities Responsible and accountable for strategic and operational activities, associated with the management of the BSIG business and the development of new products and programs, program management underwriting, marketing and communications within region.   Key...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Professional Liability Broker. The Professional Liability Broker will drive new business, work to meet or exceed production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox. Responsibilities Build agent and broker relationships, find sources, and be creative in placing risks and identifying product opportunities Handle accounts of all sizes, must be willing to work towards handling larger accounts independently Seek opportunities to access and cultivate new brokerage markets and products Travel...

  The Associate Commercial Insurance Underwriter will support the Book Consolidation underwriting team by evaluating renewal accounts, analyzing risk information, preparing underwriting recommendations, and assisting with portfolio management activities. This role works closely with underwriters, brokers, and internal teams to ensure timely, accurate renewal processing and to help identify cross‑sell opportunities that strengthen account retention and broaden coverage offerings.   This is an entry‑level to early‑career underwriting position with growth potential into a full Underwriter role. Responsibilities   Assist in reviewing and analyzing commercial insurance renewal submissions, including exposure data, loss runs, financial information, and inspections. Prepare preliminary assessments, pricing indications, and coverage recommendations for underwriter review. Ensure all required documentation is complete,...