Wholesale Broker Job Northern Kentucky USA,Insurance

We welcome you to discover how Citadel can deliver a superior risk placement experience through our programs, service, dedication and creativity.

Position Summary:

Each Wholesale Lead Broker is a critical member of the production team and is responsible for creating, managing, and growing a profitable portfolio of business through advanced technical expertise, sales leadership, and relationship management. The Lead Broker assumes full responsibility for account placement strategy, revenue generation, and client and carrier relationships, while also leading, developing, and mentoring Associate Brokers. This role requires deep industry knowledge, strong negotiation skills, and the ability to consistently achieve targeted revenue and growth objectives.

Create, manage, and maintain a profitable book of business through effective sales execution and account placement strategies
Develop and sustain strong, long-term relationships with retail agents, clients, insurance carriers, and other service providers
Lead the full account lifecycle for new and renewal business, including qualification, marketing, negotiation, placement, and completion of all required documentation
Successfully negotiate pricing, coverage terms, conditions, and policy language with insurance markets
Establish strategic market direction and placement strategy for complex professional lines accounts
Consistently achieve or exceed assigned revenue, production, and growth targets
Oversee and support the servicing and marketing of assigned portfolio
Leverage internal resources, technology, and carrier relationships to optimize placement outcomes
Recruit, lead, manage, mentor, and develop assigned Associate Brokers and support staff
Provide technical guidance, training, and leadership to team members, promoting best practices and professional growth
Promote accountability, performance management, and a culture of excellence within the team
Represent the organization professionally in the marketplace through agency visits, presentations, and industry engagement
Maintain expert-level knowledge of professional lines products including, but not limited to, management liability, cyber liability, technology E&O, and related coverages
Remain current on insurance products, carrier appetites, underwriting guidelines, and industry trends
Ensure compliance with internal policies, regulatory requirements, and carrier standards

Core Competencies:

Advanced Sales & Revenue Leadership:
Drive consistent production and portfolio profitability
Strategic Account Placement:
Develop and execute sophisticated placement strategies for complex risks
Relationship Management:
Build and maintain trusted partnerships with agencies and carriers
Negotiation Expertise:
Secure optimal pricing, coverage, and terms
Leadership & Team Development:
Recruit, mentor, and inspire high-performing teams
Technical Insurance Knowledge:
Deep understanding of commercial and professional lines coverages
Decision Making:
Exercise independent judgment in high-impact placement and business decisions
Communication

Skills:

Exceptional verbal, written, and interpersonal communication
Time & Priority Management:
Effectively manage multiple accounts, deadlines, and team responsibilities
Adaptability:
Thrive in a fast-paced, growth-oriented organization

Experience and

Education:

Bachelor’s degree preferred; equivalent experience and knowledge considered
5+ years of relevant experience in a wholesale insurance brokerage or underwriting role
Extensive knowledge of commercial insurance products, coverages, and policy forms
Proven track record of building and maintaining strong retail agency and carrier relationships
Demonstrated success achieving revenue and production goals
Strong leadership experience or demonstrated ability to mentor and develop others
High level of independent judgment in planning, prioritizing, and executing work
Proficiency in Microsoft Office including Word, Outlook, Excel, and Power Point
State insurance licensing where required
Ability to travel extensively, including short-notice travel

Licensing and Credentials:

Required state insurance license(s) or ability to obtain within a designated timeframe
Completion of ongoing professional education and company-designated training

Systems:

Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Some experience with Adobe Acrobat
Applied IMS experience preferred, familiarity with similar SaaS system or Account Management System (AMS) is acceptable

Physical Requirements:

Ability to lift…