P&C Wholesale Broker - Vice President
Coastal Brokers Insurance Services, Inc., is a leading Property & Casualty wholesaler based in Pleasanton, CA. As a Top 50 California surplus lines broker, we have over 40 years of experience in the industry and are recognized as a trusted partner for both agents and carriers.We are actively expanding and seeking talented professionals to join our team. At Coastal, you won’t just be another employee — you’ll be part of a close-knit team where your contributions truly matter. We offer an environment where your success is only limited by your drive to learn, grow, and excel. We offer the following:Culture: Our Core Values are embedded into our culture of how we treat our employees as a valued partner—with integrity, passion, and enthusiasm.Career Development: Robust internal training programs and clear pathways for advancement within the organization.Benefits: A full benefits package including medical, dental, vision, disability, and life insurance, along with a 401(k) plan that includes up to a 4% match after 90 days of employment.Work Environment: We prioritize creating a positive and supportive work environment where employees enjoy coming to work each day, having access to the resources they need, and are assigned manageable workloads.The PositionWe are seeking an experienced P&C Wholesale Broker Team Leader to lead a team of wholesale brokers placing coverage across surplus lines and admitted markets. The ideal candidate is a player-coach who maintains their own active book of business while guiding and developing the broader team. This role requires deep P&C technical expertise, strong agent relationships, and a proven track record of both personal production and people leadership. Based in our Pleasanton, CA office. Key responsibilities include:Personal Production: Maintain and grow your own active book of business, serving as a senior producer and demonstrating best practices in agent relationship management and risk placement.Team Leadership & Development: Lead, mentor, and develop a team of wholesale brokers, setting clear performance expectations and fostering a culture of accountability, collaboration, and continuous improvement.Book Management: Oversee new business, renewals, and endorsements across the team’s book, ensuring quality risk selection and profitability consistent with carrier guidelines.Agent & Carrier Relationships: Cultivate and maintain strong relationships with retail agents, brokers, and carrier partners, serving as a senior point of contact to grow submissions and deepen market access.Underwriting Oversight: Apply and enforce sound underwriting judgment across pricing, forms, applications, and deductibles; escalate complex risks to VP of Underwriting as appropriate.Service & Execution: Drive the team’s execution of quoting and binding within established Service Level Commitments, maintaining high standards of responsiveness and accuracy.Market Intelligence: Stay current on industry trends, E&S market conditions, and competitor activity to identify growth opportunities and inform management.Other duties as assigned.QualificationsExperience: 10+ years in retail, wholesale, or carrier environments with meaningful wholesale brokerage and binding authority experience.Personal Book of Business: Established book of P&C wholesale business with demonstrated ability to retain and grow client relationships.P&C Technical Knowledge: Strong command of GL, Commercial Property, and specialty lines with sound underwriting judgment.Leadership: Proven track record of leading, coaching, and developing a team in a brokerage or underwriting environment.Relationships: Track record of building long-term, productive relationships with agents, brokers, and carriers.Education: Bachelor’s degree and/or industry designations (CIC, CPCU) preferred; equivalent experience considered.Surplus Lines (preferred): Familiarity with E&S market dynamics and California compliance a plus.