5 field wholesaler jobs found

The  Account Coordinator  is responsible for reviewing submissions for insurance risks that do not fit within the scope of Pearl’s traditional programs for coverage and eligibility. The Account Coordinator determines which markets to refer submissions based on current carrier appetites and guidelines, facilitates communication between the sales team and the carrier/wholesaler during the underwriting process, and negotiates coverage and pricing with carriers/wholesalers.  This role has an anticipated start date of March 2026. Your Impact:   Review submissions for insurance and request any additional information needed; determine which markets to refer submissions per current carrier appetites and guidelines.  Facilitate the underwriting process with sales and carrier/wholesaler including:  Soliciting information from the sales team requested by the carrier/wholesaler to provide terms.  Communicating with the carrier regarding coverage questions.  Revising terms...

The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client’s first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients.   This role has an anticipated start date of March 2026. Your Impact:   Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.).  Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects.   Present quotes and...

We are seeking an Underwriter Assistant with experience in underwriting for business auto and other commercial package lines, including general liability, business property, and cargo. This role supports account servicing, eligibility evaluation, and post-sale client servicing. The ideal candidate demonstrates strong judgment and brings hands-on coverage experience to help support a profitable and well-managed book of business. Your Impact: Determine eligibility of incoming commercial insurance submissions Use underwriting tools and historical reports to make sound underwriting decisions which help ensure a profitable book of business Work with senior underwriters to strive for a book of business with a loss ratio lower than 40% Review motor vehicle records and determine eligibility for drivers Re-rate or revise rating as needed Document underwriting decisions Successful Candidate Will Have: Home state Property & Casualty insurance license preferred...

The Senior Auto Property Adjuster is responsible for handling complex and high exposure to auto property damage claims from initial assignment through final resolution. This role requires advanced technical expertise, strong investigation skills, and the ability to manage claims involving significant damages, liability disputes, or litigation. The Senior Adjuster serves as a subject matter expert, supports less experienced adjusters, and ensures claims are handled efficiently, accurately, and in compliance with policy provisions and regulatory standards. Your Impact: Investigate, evaluate, and resolve complex auto property damage claims, including total losses, multi vehicle accidents, and claims involving disputed liability. Review coverage, determine liability, and assess damages through thorough investigation, documentation review, and collaboration with appraisers, vendors, and legal counsel. Negotiate settlements with claimants, attorneys, and third parties to reach...

The  AVMA Retention Representative  for Pearl Insurance Solutions (PIS) is responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax.  Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals.  Your Impact: Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients; sell ancillary product(s) to clients.  Facilitate the application and underwriting process with the client and the internal underwriter that includes – sending application to client; finalizing application and any applicable forms and prepare information for submission, following up with the client when additional information is needed to complete the underwriting process.  Present the quote or estimate to the potential client; close the sale; attempt to...