Senior Director of Broker Services

Who We Are 

Nonprofits Insurance Alliance (NIA) is the nation’s leading property and casualty (P&C) insurer exclusively serving nonprofit organizations. Founded in 1989 in Santa Cruz, CA, NIA is a social enterprise developing the long-term sustainability of the nonprofit sector. NIA has one of the best customer retention rates in the industry and has a well-established track record as an innovator in the areas of corporate social responsibility (CSR), specialized coverages, members services, and employee engagement.   

Summary 

The Senior Director of Broker Services oversees all aspects of the company’s distribution network. They develop and direct broker strategies that optimize our relationship with brokers and independent agents and meet annual objectives. The goal is to have brokers think of NIA first when looking to place a 501(c)(3) with an insurance carrier. 

The ideal candidate is a high-energy leader with a track record of developing partnerships and sourcing strategic opportunities at brokerages and independent agents. This person thrives on building relationships and managing a team of relationship builders from the ground up and is a self-starter. The right candidate will help us identify qualified potential partners and forge long-term relationships with their key decision makers that result in win-win partnerships. This is a new position and will report to the Chief Marketing Officer. The position will also work closely with our underwriters and managers and with the organization’s Senior Leadership Team. 

 

Responsibilities 

Team Management 

o   Direct oversight of team comprised of business development directors, operations managers, and customer-facing staff 

o   Serve as liaison between Broker Services and the rest of the organization to ensure operation as a seamless, customer-focused team 

o   Manage within assigned budget 

o   May direct or provide input into the strategy and annual planning process 

 

Distribution Management 

o   Work with team to implement strategy to build stronger relationships with appointed and new brokers and increase new business applications 

o   Support business development staff in presentation to brokers and prospective clients around the country  

o   Develop appropriate new broker relationships 

o   Evaluate and recommend broker compensation arrangements  

o   Work with broker operations and marketing staff to build broker training and tools initiative with focus on developing producers to understand NIA products, services and philosophy, and how to position NIA to nonprofits 

o   In collaboration with Insurance Operations, establish broker benchmarks and oversee production of reports and statistics to monitor key production indicators  

o   Develop and execute biannual Broker Council meetings 

o   Regularly evaluate the broker service delivery model to determine ways to improve effectiveness and efficiency 

o   Other duties as assigned by CMO or other Senior Leadership as needed

 

Required Skills 

·        Thorough understanding of 501(c)3 market 

·        Ability to manage complex client relationships 

·        Aptitude for managing customer-facing staff 

·        Results driven mentality 

·        Ability to project management competing projects 

·        Strong communication and interpersonal skills 

·        In-depth knowledge of the industry and its current events 

·        Ability to manage at both executive and individual contributor levels 

·        Collaborative approach to working inside and outside NIA 

·        Business intelligence a must 

·        Must have adequate hearing to perform job tasks 

·        While performing the duties of this job, the employee is regularly required to bend, reach or sit for up to 3 hours at a time. 

·        Must have adequate vision (with corrective lenses if needed) to clearly view computer screen 

·        The employee may occasionally life and/or move up to 10-20 pounds 

·        Negotiation and persuasion skills 

 

Location 

·        Either based in our main office in Santa Cruz, CA or remote, work from home  

·        Travel required in a post-COVID environment 

 

Education & Experience 

·        At least 8 years of management experience in business development and customer facing role 

·        At least 15 years of experience in commercial P&C insurance, including at least 5 years as a nonprofit specialist 

·        Ability to look ahead and balance strategic projects and initiatives with tactical day-to-day reporting and management cadence 

·        Superior relationship-building skills and stellar track record of developing new partnerships/deals with multiple stakeholders 

·        Extensive experience in business development or account management 

·        Demonstrated commitment to principles of equity, diversity, and sustainability in the workplace 

·        Track record of commitment to, and success in, prior positions 

·        B.A. or B.S. degree in Business or Insurance strongly preferred (or directly-related equivalent experience required). 

 

If you are interested in applying for a position, please submit your resume and a cover letter that tells us why you want to work for AMS, a member of the Nonprofits Insurance Alliance via our career portal: https://insurancefornonprofits.org/contact/employment/employment-opportunities/