Placement Specialist
Core
Manage and execute new business and renewal processes for insurance accounts, including exposure analysis, quote specifications, and coverage proposals.
Role type
Placement Specialist (Insurance Brokerage)
Builds
Customized insurance solutions for middle to large market clients
Domain
Insurance / Risk Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Insurance licensing, exposure analysis, quote specification, coverage gap analysis, financial modeling, carrier system navigation, proposal development, market knowledge
Preferred skills
Epic system experience, professional designations (CRM, CISR, CIC, AAI, ARM, CPCU)
Technologies
MS Office (Excel, Word), Acord applications, carrier rating systems
Responsibilities
Maintain timelines for new business and renewal processes; review insurance policies and recommend improvements; prepare property and casualty insurance submissions; analyze client exposure and loss data; maintain relationships with insurance companies and wholesalers; perform coverage gap analysis and deliver strategic recommendations.
Seniority
Mid-level, hands-on IC