Job Description

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 team’s 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 bank’s 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 service—ensuring 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

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