Program Broker

Position Summary:The Program Broker is a front-line revenue role accountable for driving new business production for Citadel's direct-to-insured insurance programs across core Property & Casualty coverages (including General Liability, Professional Liability, Inland Marine, and other program offerings as applicable).

This role is designed for a high-energy, inside sales, phone-first prospector and closer who thrives on disciplined outreach, rapid qualification, short-cycle consultative selling, and consistent close practices.

This is a full-time, on-site role based in Utah.

The Program Broker operates under the guidance of the VP of Sales Operations and partners closely with Underwriting, Program Management, Marketing, and Service/Operations to deliver a best-in-class buying experience—combining efficient execution with a personal, relationship-driven customer approach.

For the right individual, this role offers the opportunity to help scale a high-growth insurance program while sharpening consultative sales skills and building durable customer relationships.

Essential Tasks:

Phone-First Prospecting & Multi-Touch Pipeline Creation

Execute structured daily call blocks focused on outbound prospecting and rapid response to inbound leads, maintaining a strong speed-to-lead mindset.

Run disciplined multi-touch outreach sequences (call, voicemail, SMS, email) with consistent follow-up and clearly defined next steps.

Apply confident closing behaviors, including assumptive next steps, objection handling, and always scheduling the next customer interaction.

Consultative Discovery & Qualification (Insured Risk Fit)

Conduct fast, thorough discovery conversations to confirm program fit, decision-maker access, timing, and urgency.Gather underwriting-ready risk details, including operations, payroll or revenue, subcontractor usage, tools and equipment, job types, claims history, and prior coverage.

Communicate with an efficient, engaging, and customer-centered style that builds trust while maintaining sales momentum.

Quoting, Presenting, and Binding

Partner with Underwriting to submit clean, complete submissions and reduce time-to-quote.

Present coverage options in clear, plain language and connect recommendations to ensure exposures and contractual requirements.

Drive decisions from quote to bind by setting clear expectations, defining timelines, and executing proactive follow-up.

CRM Discipline, Activity Standards & Performance Management

Maintain exceptional CRM hygiene (Salesforce and/or Zoho), including accurate pipeline stages, detailed notes, tasks, and documented next steps.

Operate within established team cadences, including activity expectations, pipeline reviews, coaching rhythms, and performance standards.Track, analyze, and continuously improve key performance metrics such as dials, connects, appointments set, quotes delivered, quote-to-bind ratio, cycle time, and written premium.

Demonstrate consistent progress toward defined ramp and production expectations within the first 90–180 days.

Cross-Functional Alignment & Program Execution

Partner with Marketing and Sales Operations to improve lead routing, talk tracks, outreach sequencing, and conversion performance.

Provide voice-of-customer feedback to refine messaging, objection handling, and program positioning as offerings scale.

Customer Success & Relationship Building

Deliver a best-in-class buying experience through responsiveness, accurate expectation-setting, and clean handoffs to servicing teams.

Build durable customer relationships through professional consistency, proactive communication, and renewal-minded service.

Core Competencies:

Ability to Analyze and

Solve Problems:

Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner

Attention to Detail:

A strong focus on completing tasks and projects accurately and thoroughly

Communication Skills:

Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences

Timely Task Completion:

Ability to finish tasks and projects efficiently, managing resources and priorities effectively

Team Collaboration:

Willingness to work together with others, promoting teamwork and supporting shared goals

Client Focus:

Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction

Dependability:

Acknowledgment of the importance of being present and punctual.

Creative Thinking:

Openness to suggesting new ideas and methods to improve processes and outcome

Organizational Skills:

Capability to prioritize tasks and manage multiple projects simultaneously

Adaptability:

Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education

2+ years of demonstrated success in a phone-based inside sales role (insurance, financial services, or similar consultative sales environment preferred).

Proven ability to execute multi-touch follow-up strategies and close business in short-cycle sales environments.

Comfort working in CRM systems and following structured sales processes; strong organizational and time-management skills.

High school diploma/GED required, college coursework or degree preferred.

Licensing and Credentials:

Property & Casualty insurance license preferred or ability to obtain within a defined onboarding window (e.g., 60–90 days).

Sales methodology training/certifications (e.g., Dynamics of Selling for Insurance, CPIA, Producer Accelerator, or similar) a plus.

Systems:

CRM Platforms:

Salesforce, Zoho (for contact management, pipeline tracking, and reporting).

Sales Enablement & Outreach:

Dialer/telephony, email/SMS sequencing tools, and workflow platforms aligned to sales cadence and compliance standards.

Physical Requirements:

Ability to lift 25 pounds

Repeated use of sight to read documents and computer screens

Repeated use of hearing and speech to communicate on telephone and in person

Repetitive hand movements, such as keyboarding, writing, 10-key

Walking, bending, sitting, reaching and stretching in all directions

Ability to travel as needed (~0–10%)

Notice to Recruiters and

Staffing Agencies:To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.

Please do not contact our team members or send unsolicited potential placements.