Responsibilities
- Drive new and new on existing revenue using a blend of warm platform leads and personal network development
- Convert existing Wrapbook users and adjacent verticals into long term insurance clients
- Lead client conversations with both technical fluency and commercial clarity
- Partner with Business Development and Payroll Sales to coordinate outreach and opportunity routing
- Own the architecture, strategy, and negotiation of complex production insurance submissions
- Participate directly in the Placement discipline to shape carrier engagement and market strategy
- Lead high complexity underwriting conversations with senior carrier partners
- Maintain accuracy, clarity, and E and O discipline across all submission and binding workflows
- Contribute to continuous updates on carrier appetite and market intelligence
- Work with Payroll Sales and Payroll Customer Success to identify insurance opportunities and deepen revenue tie ins
- Partner with Customer Success on mid market or technically complex renewals that require senior expertise
- Coordinate with Insurance Operations on workflow integrity, documentation, and system consistency
- Collaborate with Platform, Product, and Data teams to inform technology requirements, automation, and insurance roadmap needs
- Support the Placement function in developing playbooks, appetite guides, and carrier strategies
- Provide mentorship to brokers, CSRs, and cross functional partners
- Model high standards of technical accuracy and operational maturity
- Offer calm leadership in ambiguous or high stakes underwriting and client situations
- Contribute to a culture grounded in learning, quality, and scalable execution
Requirements
- 6+ years in commercial Property & Casualty insurance with experience handling complex risks and placements
- Clear track record of winning new business and managing complex placements
- Senior level carrier negotiation experience
- Experience in both client facing and technical placement responsibilities
- Property and Casualty license required
- Deep command of commercial coverages and complex risk structures
- Ability to independently architect and negotiate complex submissions
- Strong written and verbal communication with polished client presence
- Ability to operate effectively in a fast moving, fluid environment
- Established network within commercial carriers and wholesale markets
- Ability to think commercially about how insurance, payroll, and operational data intersect
- Consistent new business production above industry benchmarks
- Recognized internal technical expert for complex placement
- Improved submission quality, carrier outcomes, and deal velocity
- Strong alignment with Payroll Sales, Payroll Customer Success, Platform, and Product
- Visible leadership within the Placement discipline
- Reputation as a mature, high judgment operator with balanced commercial and technical depth
Nice to Have
- High proficiency with Salesforce or similar systems preferred
- Experience at a tech enabled brokerage, MGA, or carrier
- Interest in supporting innovation, technology design, or emerging insurance programs
Work Arrangement
Hybrid
Team
Team size: 250+. Structure: growing team of 250+ people across the USA and Canada, including entertainment and technology experts from SAG-AFTRA, DGA, IATSE, Teamsters, Amazon, Microsoft, Facebook, and more.
Additional Information
- Unlimited Paid Time Off
- Work from anywhere in Canada and USA
- Health and Dental benefits
- Up to $1,500 USD/ $2,225 CAD towards IT set up for your home
- Up to 2% matching RRSP / 401K
- Learning and Development opportunities
- Up to $50 USD/ $67.50 CAD towards Internet/Cell phone service
