Commercial Lines Placement Specialist

About the role

As a member of the Large Commercial Placement Team, the Placement Specialist will market property and casualty insurance programs for large-market accounts. This role involves gathering, analyzing, and organizing data; preparing submissions and applications; negotiating coverage terms; and preparing proposals for both new and renewal business.

Responsibilities

• Maintain timelines and processes during new business and renewal processes, including exposure analysis, quote specifications, coverage negotiation, and proposal preparation and presentation.
• Communicate effectively within the team, including with producers and Segment Leaders.
• Review insurance policies and contracts, making recommendations for improvement.
• Prepare property and casualty insurance submissions for new and renewing accounts, including insurance specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
• Attend prospect and proposal meetings with producers as needed.
• Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models for loss-sensitive programs when necessary.
• Answer prospect and carrier phone calls.
• Maintain familiarity and working relationships with various insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Abide by and maintain all licensing requirements, including continuing education.
• Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
• Work independently and within a team on special, nonrecurring, and ongoing projects.

Requirements

• Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
• Ability to work with minimal supervision and accept direction on assignments.
• Proficient with MS Office products, including advanced knowledge of Excel and Word.
• Strong organizational skills and ability to handle multiple tasks while prioritizing work.
• Demonstrated flexibility and adaptability to changing priorities and deadlines.
• Strong attention to detail to ensure document accuracy.
• Ability to work effectively in a team environment with strong customer service skills.
• Experience with a broker/agent, including marketing large middle-market accounts to carriers; excellent knowledge of the markets.
• Strong knowledge of all basic P&C coverages.
• Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.

Qualifications

• Minimum 3-5 years of relevant Commercial Lines experience, with an emphasis on large market placements.
• College degree preferred.
• Licensed in property and casualty insurance required.
• Pursuit of a professional designation (e.g., CISR, CIC, AAI, ARM, CPCU) preferred.
• Experience with Epic strongly preferred.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Benefits

• Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.