Insurance Placement Specialist – Commercial Lines

Essential Duties and Responsibilities

• Works with Account Managers and Producers to determine client quoting needs.
• Works with multiple insurance companies to obtain quotes for various lines of business.
• SUBMITs detailed client information into the database to obtain accurate rates.
• Reviews quotes for endorsements, exclusions, and subjectivities.
• Reviews firm quotes for accuracy before sharing with the producer or client.
• Generates proposals for clients.
• Binds coverage once sold.
• Explains proposal information to the Account Manager and/or Producer, including carrier specifics related to the client’s overall needs.
• WORKS with carrier marketing representatives and underwriters to learn and understand appetite, new products, and latest offerings.
• SCHEDULES and/or PARTICIPATES in periodic meetings with marketing representatives to stay informed on products being offered.
• PARTICIPATES in webinars and learning opportunities related to system updates or product changes.

Requirements

• A high school diploma or equivalent is required.
• At least 2–4 years of independent agency experience in commercial lines is required.
• Excellent oral and written communication skills are required.
• A high level of accuracy, attention to detail, and strong time management skills are required.
• Intermediate proficiency in Microsoft Office (Excel, Word, PowerPoint) is required.
• A professional self-starter with the ability to work independently and as part of a team is required.
• A self-motivated individual who can manage multiple tasks with minimal guidance is required.
• A deadline and detail-oriented individual with strong problem-solving and analytical skills is required.

Skills

Intermediate proficiency in Microsoft Office (Excel, Word, PowerPoint).

Benefits

N/A

Pay

N/A

Schedule

N/A