Management Liability Vertical Director

Posted 11 Days Ago
Be an Early Applicant
Hiring Remotely in Walnut Creek, CA, USA
In-Office or Remote
150K-200K Annually
Expert/Leader
Information Technology • Insurance
The Role
Lead and execute the Management Liability vertical's strategy, drive revenue growth, manage carrier relationships, and educate teams on risks and placement strategies.
Summary Generated by Built In

Vertical Strategy & Leadership

  • 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

Revenue Growth & Business Development

  • 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

 Carrier & Market Management

  • 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

Producer Enablement & Training

  • 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

 Operational & Cross‑Functional Collaboration

  • 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
  • Market Intelligence & Thought Leadership
  • 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

 Success Metrics

  • Revenue growth and profitability of the Management Liability vertical
  • Expansion of carrier capacity and market access
  • Producer engagement and enablement effectiveness
  • Retail broker adoption and repeat business
  • Market recognition and thought leadership presence

 Required

  • 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

Preferred

  • Prior experience leading or building a vertical or practice group
  • Wholesale brokerage or specialty distribution background
  • Existing carrier and retail broker relationships within the Tech/Cyber space
  • Bachelor’s degree or equivalent professional experience

Heffernan Habits (Expectations):

These are practices that represent our unique employee 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.

 

Working Conditions:

  • Work Environment:
    Primarily a professional office setting (in‑office, hybrid, or remote depending on company policy). Work involves frequent computer use, data entry, and interaction with digital platforms, agency management systems, and carrier portals.
  • Hours & Schedule:
    Full‑time position with a standard Monday–Friday schedule. Occasional extended hours may be required during peak renewal periods, time‑sensitive submissions, or when meeting carrier or client deadlines.
  • Physical Requirements:
    Mostly sedentary work involving sitting for extended periods, typing, and viewing computer screens. Occasional standing, walking, or light lifting of files or office materials (typically under 10 lbs).
  • Communication & Collaboration:
    Frequent communication via email, phone, and virtual meetings with Brokers, internal teams, retail agents, and carrier partners. Requires responsiveness and timely follow‑up.
  • Pace & Workflow:
    Fast‑paced and deadline‑driven environment with shifting priorities. Must be able to multitask, manage multiple submissions at various stages, and handle time‑sensitive requests.
  • Confidentiality & Compliance:
    Work involves accessing and handling confidential client information. Must adhere to regulatory requirements, carrier guidelines, and internal compliance procedures.
  • Technology Use:
    Daily use of agency management systems (e.g., Epic), quoting platforms, APIs, shared drives, communication tools, and workflow management systems (e.g., Monday.com).

Compensation $150,000 - $200,000 annually with competitive benefits package.

Qualifications Experience Required Experience in insurance brokerage, underwriting, or wholesale distribution Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 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
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The Company
Chesterfield, MO
548 Employees
Year Founded: 1988

What We Do

Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, one year Heffernan gave back 22% of profit to charity. Heffernan is 100% employee-owned. We get to know your business and we get to know you. Because you’re different. With offices in California, Oregon, Washington, Arizona, New Mexico, Missouri, Philadelphia, and London, UK, Heffernan serves you from coast to coast whether you need commercial insurance, personal insurance, employee benefits or financial services and retirement. Contact Heffernan Insurance Brokers today @ 877-731-7905.

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