Bulge Bracket Investment Banks

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**Head of Brokerage in Business Banking** Lead Insurance Broking function in IPT, launching a digital-first, human-supported service for smaller businesses, with future plans for a human-led, digitally-supported capability for complex needs. Responsibilities: - Develop & execute build plan for broking capabilities, prioritizing opportunities and cross-functional delivery. - Lead team of licensed brokers & support staff, fostering a culture of professionalism & client-centricity. - Manage stakeholder relationships, commercial growth, and client advisory services. - Maintain market access, ensure compliance & platform delivery in collaboration with IPT build. Qualifications: - Substantial P&C broking experience, ideally in a large brokerage, with active P&C license. - Strong operational & technical knowledge of insurance broking infrastructure & products. - Proven leadership in growing broking teams, with excellent stakeholder management skills. Preferred qualifications: - Multi-state licensing, CPCU, CIC, or equivalent professional designation.

Compensation: Not specified
City: Chicago
Country: United States

Full Job Description

Location: Chicago, IL, United States

As the Head of Insurance Broking in Business Banking, you will lead the bank's insurance broking function within the overall Insurance Platform Team (IPT). The IPT will launch its first major proposition in mid-2027 with a digital-led, human-supported service aimed at smaller businesses with simpler needs, backed by a strong bench of blue-chip US carriers. Beyond, and in parallel to, this first digital-led chapter we will be building the converse of a human-led, digitally-supported broking capability for those clients and use cases who have more complex needs requiring more consultative sales and service, plus a broader range of solutions such as specialist carriers and wholesale, extending to E&S.

We are recruiting this role in 2026 to both contribute to the overall build of IPT across all opportunities, but specifically to build the thinking and plan as the foundation for the broking capability, and then moving on to the implementation of that plan.from recruitment of talent to building the infrastructure.

Job responsibilities

Develop the build plan: Identify, understand, and map opportunities across JPMorganChase that require a broking service (alongside or independent of digital), prioritize what to build based on opportunity needs vs. delivery requirements, and partner cross-functionally to produce the business case and end-to-end delivery plan for the IPT broking element.

Launch broking capability: Execute the agreed plan and deliver the broking capability live (including key dependencies, operating model readiness, and go-live milestones).

Lead and manage the broking organization: Lead, develop, coach, and motivate a team of high-performing licensed insurance brokers and support staff to deliver outcomes for the firm and clients.

Set performance standards and culture: Establish clear performance goals, reinforce accountability and professionalism, and ensure the team is equipped, inspired, and aligned to deliver.

Talent lifecycle ownership: Drive recruitment, performance reviews, development, and succession planning across the broking team.

Internal stakeholder alignment: Build strong relationships across internal Lines of Business to maximize the broking teams contribution against each opportunity and ensure tight partnership with LOB leadership.

Commercial ownership and growth: Own revenue targets and growth strategy in collaboration with the supported LOB; identify expansion opportunities across the banks existing client base.

Build referral and demand generation pipelines: Partner with relationship managers, private bankers, BRMs, and other internal stakeholders to cultivate referrals and drive new business using JPMorganChase data and demand-generation capabilities.

Client advisory leadership: Oversee delivery of high-quality advice and serviceensuring client needs are assessed, appropriate solutions recommended, and a consultative, risk-advisory approach consistently applied.

Complex placements, risk and claims advocacy: Maintain senior client relationships; support brokers on complex/high-value placements; provide strong capability in risk advisory, risk management, and claims advocacy.

Market access, compliance, and platform delivery: Partner with Head of Carrier Strategy to secure admitted and E&S carriers, ensure access to competitive products and a clear placement strategy; ensure full regulatory/internal compliance in partnership with Legal/Risk/Compliance; serve as a key stakeholder in mapping and delivering a robust, scalable trading and client management platform integrated with the broader IPT build, while contributing to broader insurance strategy and providing performance reporting, market analysis, and client outcome metrics to senior leadership.

Required qualifications, capabilities, and skills

Substantial experience in property & casualty insurance broking, ideally within a large brokerage
Strong understanding of the operational infrastructure required for a successful insurance broking business (AMS, rating platforms etc)
Proven track record of leading and growing a broking team in a regulated environment
Strong technical knowledge across commercial and/or personal lines products
Active P&C license required
Deep understanding of state-level regulatory requirements and carrier market dynamics
Excellent relationship-building and stakeholder management skills, with the ability to influence at senior level
Strong commercial judgment and a client-first mindset

Preferred qualifications, capabilities, and skills

Multi-state licensing preferred
CPCU, CIC, or equivalent professional designation a plus

The Head of Insurance Broking leads the bank's insurance broking function within the overall Insurance Platform Team (IPT)

Full Job Description

Location: Chicago, IL, United States

Job responsibilities

Launch broking capability: Execute the agreed plan and deliver the broking capability live (including key dependencies, operating model readiness, and go-live milestones).

Lead and manage the broking organization: Lead, develop, coach, and motivate a team of high-performing licensed insurance brokers and support staff to deliver outcomes for the firm and clients.

Set performance standards and culture: Establish clear performance goals, reinforce accountability and professionalism, and ensure the team is equipped, inspired, and aligned to deliver.

Talent lifecycle ownership: Drive recruitment, performance reviews, development, and succession planning across the broking team.

Commercial ownership and growth: Own revenue targets and growth strategy in collaboration with the supported LOB; identify expansion opportunities across the banks existing client base.

Required qualifications, capabilities, and skills

Substantial experience in property & casualty insurance broking, ideally within a large brokerage
Strong understanding of the operational infrastructure required for a successful insurance broking business (AMS, rating platforms etc)
Proven track record of leading and growing a broking team in a regulated environment
Strong technical knowledge across commercial and/or personal lines products
Active P&C license required
Deep understanding of state-level regulatory requirements and carrier market dynamics
Excellent relationship-building and stakeholder management skills, with the ability to influence at senior level
Strong commercial judgment and a client-first mindset

Preferred qualifications, capabilities, and skills

Multi-state licensing preferred
CPCU, CIC, or equivalent professional designation a plus

The Head of Insurance Broking leads the bank's insurance broking function within the overall Insurance Platform Team (IPT)

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Full Job Description

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