Management Liability Vertical Director

Heffernan Insurance Brokers

Management Liability Vertical Director leading and developing TRIOS's Management Liability specialty practice. Responsible for strategic direction, market expertise, and revenue growth within brokerage operations.

Posted 7/27/2026full-timeWalnut Creek • California • 🇺🇸 United StatesLead💰 $125,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in Management Liability lines, with a strong focus on revenue growth, market development, and relationship management. Capable of influencing stakeholders at all levels while ensuring compliance with regulatory and internal guidelines.

Highest-signal resume keywords

Management Liability ExpertiseRevenue GrowthRelationship ManagementUnderwriting KnowledgeStrategic Direction

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance BrokerageUnderwritingMarket DevelopmentPolicy StructuresComplex Placement NegotiationCarrier Relationship ManagementSales Tool DevelopmentProcess OptimizationCompliance ManagementRisk Assessment

Soft Skills

Influencing SkillsMentoringCollaborationCommunicationLeadership

Industry Keywords

Management LiabilitySpecialty InsuranceTech & Cyber SpaceWholesale BrokerageRetail Broker RelationshipsMarket PositioningGrowth RoadmapCarrier PartnershipsRegulatory ComplianceIndustry Trends

About the role

Key responsibilities & impact

Own and execute the strategic direction for the Management Liability vertical across the organization
Define the vertical’s value proposition, market positioning, and growth roadmap
Establish underwriting focus, target industries, and product offerings within Management Liability specialty lines
Serve as the internal subject‑matter expert on Management Liability exposures, and evolving market trends
Drive new business growth through strategic relationships with retail brokers, carriers, and MGAs
Partner with brokers to identify, pursue, and close complex Management Liability placements
Support key accounts and marquee opportunities, including structure design and carrier negotiations
Manage overall renewal production to fulfill existing client and account retention goals
Monitor vertical performance, pipeline health, and revenue targets
Develop and maintain senior‑level carrier relationships specific to Management Liability markets
Negotiate terms, capacity, and delegated authority where applicable
Identify new carrier partnerships and emerging market opportunities
Stay current on underwriting appetite, pricing trends, coverage innovations, and exclusions
Educate producers and internal teams on Management Liability risks, coverage, and placement strategies
Develop sales tools, training materials, and best practices for the vertical
Act as a mentor and escalation point for complex or high‑risk submissions
Support onboarding and ongoing development of producers focused on the Tech & Cyber space
Partner with Operations, Marketing, and Leadership to scale the vertical efficiently
Collaborate with Marketing to develop campaigns, thought leadership, and go‑to‑market strategies
Provide input on workflow improvements, submission quality standards, and process optimization
Ensure compliance with regulatory, carrier, and internal guidelines
Track and interpret Management Liability threat trends, regulatory developments, and industry changes
Represent the firm at industry events, conferences, and client engagements
Contribute to whitepapers, presentations, and client‑facing insights to reinforce market leadership
Revenue growth and profitability of the Management Liability vertical

Requirements

What you’ll need

10+ years of experience in insurance brokerage, underwriting, or wholesale distribution
Deep expertise in Management Liability Lines within specialty insurance
Proven track record of revenue growth, market development, and relationship management
Strong understanding of Management Liability exposures, and policy structures
Ability to influence the executive, carrier, and producer level
Prior experience leading or building a vertical or practice group (preferred)
Wholesale brokerage or specialty distribution background (preferred)
Existing carrier and retail broker relationships within the Tech/Cyber space (preferred)
Bachelor’s degree or equivalent professional experience (preferred)

Benefits

Comp & perks

TRIOS is a wholly owned subsidiary of Heffernan Group (HG).
Comprehensive benefits package designed to promote well-being, growth, and long-term success.
Commitment to philanthropy and giving back.