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Insurance Producer – Casualty Insurance
UnderstoryVP, Casualty Insurance driving complex P&C sales and building casualty offerings for Understory’s climate-focused insurance platform. Managing brokers, clients, underwriting, pricing, renewals, and quota delivery.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Property and Casualty Insurance Sales, with a proven track record of exceeding sales goals and managing complex sales processes. Proficient in CRM documentation and client relationship management, particularly within a fast-paced startup environment.
Highest-signal resume keywords
Property And Casualty Insurance SalesSalesforce CRM ProficiencyComplex Sales Cycle ManagementClient Relationship ManagementPerformance Tracking And Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentUnderwriting AnalysisRisk AssessmentPipeline TrackingSales Goal Achievement
Soft Skills
Clear CommunicationOrganizational SkillsDetail-OrientedCollaborationAdaptability
Tools & Technologies
Salesforce
Industry Keywords
InsurtechCommercial BrokerageCaptive InsuranceE&S InsuranceParametric Insurance
About the role
Key responsibilities & impact- Support new business sales efforts across P&C insurance products, including prospect research, outreach, meeting preparation, and follow-up
- Collaborate with sales, underwriting, and product leaders to identify and advance deals through the pipeline
- Manage broker and client communications, including scheduling meetings, preparing materials, and responding to inbound questions
- Drive complex sales processes from initial introduction through quote, bind, and renewal
- Maintain accurate pipeline tracking and CRM documentation in Salesforce
- Analyze underwriting considerations, pricing, and risk structures to develop client-facing solutions
- Support renewal and expansion efforts with performance summaries, coverage updates, and renewal materials
- Build understanding of Understory products, value proposition, and target customer segments
- Support new business development and client relationships across Understory’s P&C insurance portfolio
- Build and lead Understory’s Casualty offering as an individual contributor
Requirements
What you’ll need- 8+ years of experience in insurance, insurtech, or a client-facing commercial brokerage role
- Deep experience with property and casualty insurance sales
- Track record of consistently hitting or exceeding sales goals and quotas
- Preference for Captive, E&S, Dealer Open Lot, or Parametric experience
- Comfortable managing longer, complex, high-premium sales cycles
- Organized and detail-oriented, with ability to manage multiple deals or accounts simultaneously
- Clear and professional communication with brokers, clients, and internal teams
- Comfortable working in a fast-moving startup environment with evolving processes
- Experience using CRM tools or sales systems, especially Salesforce
- Ability to travel for customer meetings and industry conferences up to 50%
Benefits
Comp & perks- Variable compensation tied to sales performance
- Full-time benefits package
- Equity package
- Remote work option for non-local candidates
- Travel to HQ for team trainings and get-togethers
- Travel opportunities for customer meetings and industry conferences up to 50%