Casualty Vertical Director
trios intermediaryWalnut Creek, CA
Casualty Vertical Director
trios intermediaryWalnut Creek, CAManager L7
Direct Property and Casualty Insurance CarriersAll Other Insurance Related ActivitiesOther Direct Insurance (except Life, Health, and Medical) Carriers
APPLY NOWJob Description
Key Responsibilities:
Vertical Strategy & Leadership
Own and execute the strategic direction for the Casualty vertical.
Define the vertical's value proposition, market positioning, and growth roadmap.
Establish underwriting focus, target industries, and casualty product offerings.
Serve as the internal subject matter expert on liability exposures, litigation trends, and casualty market developments.
Develop specialized casualty strategies across construction, transportation, manufacturing, energy, real estate, and other key sectors.
Revenue Growth & Business Development
Drive new business growth through strategic relationships with retail brokers, carriers, MGAs, and program administrators.
Partner with brokers to identify, pursue, and close complex casualty placements.
Support key accounts involving high-hazard and difficult-to-place liability risks.
Manage renewal production and profitability objectives.
Monitor pipeline activity, production metrics, and vertical performance.
Carrier & Market Management
Develop and maintain relationships with casualty carriers and excess liability markets.
Negotiate pricing, terms, limits, and capacity for complex casualty placements.
Expand access to specialty casualty and excess liability markets.
Monitor social inflation, verdict trends, regulatory changes, and underwriting shifts.
Producer Enablement & Training
Educate producers on casualty coverage forms, market conditions, liability exposures, and placement strategies.
Develop casualty-focused sales materials and technical training content.
Serve as a resource for complex submissions and layered liability placements.
Mentor producers and support casualty business development efforts.
Operational & Cross-Functional Collaboration
Partner with Operations, Marketing, and Leadership to expand the Casualty vertical.
Support the development of casualty-focused marketing campaigns and thought leadership.
Improve workflows, submission quality, and operational effectiveness.
Ensure compliance with carrier and regulatory requirements.
Market Intelligence & Thought Leadership
Monitor emerging liability exposures, social inflation, nuclear verdicts, and regulatory trends.
Represent the firm at casualty-focused industry events and conferences.
Develop white papers, webinars, and educational resources for retail brokers and clients.
Success Metrics
Casualty vertical revenue growth and profitability.
Growth in carrier relationships and casualty market access.
Increase in complex casualty placements.
Producer training effectiveness and engagement.
Retail broker adoption and retention.
Skills, Knowledge and Expertise Required
10+ years of experience in casualty insurance, underwriting, brokerage, or wholesale distribution.
Deep expertise in primary casualty, excess liability, umbrella, and specialty liability products.
Proven ability to drive business growth and market development.
Strong understanding of casualty underwriting, liability exposures, and complex coverage structures.
Demonstrated leadership, negotiation, and relationship management skills.
Preferred Qualifications:
Experience building or leading a casualty practice.
Wholesale brokerage or specialty casualty background.
Established relationships with casualty carriers and excess liability markets.
Bachelor's degree or equivalent professional experience.
Why Choose Heffernan? At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success. Heffernan Habits:
These are core values that represent our unique culture.
Answer The Phone (And Email):Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
Celebrate & Value Our Differences:“Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
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Level
Manager L7
Location
Walnut Creek, CA
Occupation
Insurance Sales Agents
Industry
Direct Property and Casualty Insurance Carriers
Posted
2 days ago