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About Coastal Brokers Insurance Services

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 Position

We 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.

Qualifications

• Experience: 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.