Personal Insurance Carrier Relations

JPMorgan Chase
Boston, MA

Who this role is best for

Aimed at mid-to-senior level insurance professionals with agency experience who can build carrier relationships and optimize revenue structures.

Best fit for

  • Candidates with agency leadership experience and carrier negotiation expertise
    — “Proven track record building and managing carrier relationships, including executive-level negotiation and commercial structuring”
  • Individuals familiar with personal lines insurance products and carrier operations
    — “Strong understanding of personal lines products (e.g., auto, homeowners, renters, umbrella) and carrier operating models”
  • Candidates who can develop repeatable processes and lead cross-functional teams
    — “Develop a repeatable carrier onboarding playbook covering implementation milestones, training, technology/data exchange requirements, and launch governance”

Things to consider

  • Travel expectations are significant, with peaks during onboarding and negotiations
    — “Travel is expected [~20%] to carrier partner sites, industry events, and internal leadership meetings”
  • The role involves managing multiple priorities in a dynamic environment
    — “Proven ability to manage multiple priorities in a fast-paced environment”

How to stand out

  • Highlight your experience in defining carrier coverage needs and product strategies
    — “Own the end-to-end strategy for our personal lines carrier panel, including defining panel coverage needs by product, geography, customer segment”
  • Demonstrate your ability to lead carrier onboarding and governance processes
    — “Develop a repeatable carrier onboarding playbook covering implementation milestones, training, technology/data exchange requirements”
  • Showcase your ability to structure commercial terms and optimize revenue models
    — “Own the design, negotiation, and continuous improvement of revenue structures paid to us by carriers”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • built and managed carrier relationships
  • optimized revenue structures
Typical background
5+ years in personal lines P&C agency

Skills & requirements

Required

Personal Lines InsuranceCarrier ManagementNegotiationProject Management

Preferred

Agency Management System Proficiency

Stack & domain

Personal Lines InsuranceCarrier RelationshipsNegotiationUnderwritingData ExchangeQuoting/binding WorkflowsLeadershipCommunicationCollaborationCICCPCUCISRAAIInsurancePersonal LinesCarrier Relations

About the role

Original posting from JPMorgan Chase

As the Vice President of Personal Insurance Carrier Relations in Business Banking Insurance, you will promote the strategy and execution for building and optimizing our personal lines carrier panel, reporting to the Head of Carrier Strategy. You will build a structured carrier relationship model and decision framework that balances growth, risk, product breadth, and service quality, while improving revenue structures. The ideal candidate is an experienced insurance professional with deep personal lines insurance agency experience versed in multiple carrier appetites and compensation terms.

Job Responsibilities

Own the end-to-end strategy for our personal lines carrier panel, including defining panel coverage needs by product, geography, customer segment, underwriting appetite, and recommending which carriers to add, expand, or retire

Lead initial carrier engagement through partnership launch, including executive relationship development, pitch positioning, and negotiation of commercial and operational terms

Develop a repeatable carrier onboarding playbook covering implementation milestones, training, technology/data exchange requirements, and launch governance

Establish a carrier performance governance cadence (monthly/quarterly) with shared scorecards and executive business reviews, focusing on placement performance, conversion, customer experience, retention, and operational service levels

Own the design, negotiation, and continuous improvement of revenue structures paid to us by carriers, including base commissions and other compensation

Inform overall placement strategy for personal lines insurance across our agency

In this early stage of our agency, provide thought leadership and agility across our agency formation activities – including involvement in ad hoc initiatives

Travel is expected [~20%] to carrier partner sites, industry events, and internal leadership meetings, with peaks during carrier onboarding and major negotiations.

Required qualifications, skills, and capabilities

Minimum 5 years of personal lines P&C agency experience 

Proven track record building and managing carrier relationships, including executive-level negotiation and commercial structuring

Strong understanding of personal lines products (e.g., auto, homeowners, renters, umbrella) and carrier operating models, including underwriting appetite, pricing dynamics, and distribution economics

Familiarity with carrier connectivity models and operational integration concepts (e.g., data exchange, quoting/binding workflows)

Excellent organizational, written, and verbal communication skills

Proven ability to manage multiple priorities in a fast-paced environment

Preferred qualifications, skills, and capabilities

Bachelor’s degree in Business, Finance, Risk Management, or related field

Industry designations such as CIC (Certified Insurance Counselor), CPCU, CISR, or AAI

Proficiency with at least one major agency management system

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Source: JPMorgan Chase careers

Similar roles