Placement Specialist - Commercial Lines Small/Mid
Core
Manage and execute new business and renewal processes for commercial insurance accounts, including exposure analysis, quote preparation, and coverage strategy.
Role type
Commercial insurance placement specialist
Builds
Insurance proposals and coverage solutions for middle to large market clients
Domain
Insurance / Commercial Lines
Deliverable
product features
Required skills
Exposure analysis, quote specification, policy review, data analysis (Excel), carrier system navigation, proposal presentation, market knowledge, licensing compliance
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; analyze client exposure and loss data; prepare insurance submissions and proposal presentations; review policies and recommend improvements; maintain relationships with carriers and wholesalers; perform coverage gap analysis.
Seniority
Mid-level, hands-on IC