Placement Coordinator
Core
Provides administrative, technical, and operational support to the Placement team for new and renewal business.
Role type
Administrative Placement Coordinator
Builds
Submission packages, Acord applications, proposal documentation, and accurate placement data
Domain
Insurance brokerage operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Customer service, office administration, data accuracy, organizational skills, time management, Microsoft Office proficiency
Preferred skills
Commercial insurance experience, insurance operations experience, agency management systems experience (Sagitta, ImageRight), Indiana Property & Casualty license
Technologies
Sagitta, ImageRight, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Input and maintain client, policy, and coverage information; Create and update Acord applications; Prepare submission packages for carrier placement; Maintain agency imaging systems and electronic files; Perform quality control reviews of data and documentation; Support placement specialists and managers with administrative tasks
Seniority
Entry-level to Mid-level, hands-on IC