Commercial Lines Placement Specialist
Core
Market property and casualty insurance programs for large commercial accounts, gathering data, preparing submissions, and negotiating coverage terms.
Role type
Commercial Lines Placement Specialist
Builds
Property and casualty insurance proposals and coverage solutions for large market accounts
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
P&C insurance knowledge, exposure analysis, financial modeling, Acord applications, Excel proficiency, carrier relationship management
Preferred skills
Epic system experience, professional designations (CISR, CIC, AAI, ARM, CPCU)
Technologies
Acord, Epic, MS Office (Excel, Word)
Responsibilities
Analyze prospect exposure and loss data to develop financial models; prepare and present coverage proposals; negotiate coverage terms with carriers; maintain licensing and continuing education; attend proposal meetings with producers
Seniority
Mid-level IC (3-5 years experience)