Personal Lines Carrier Placement Specialist
Core
Manage new business and renewal processes for personal lines insurance accounts, including exposure analysis, quote specifications, and coverage negotiations.
Role type
Personal Lines Carrier Placement Specialist
Builds
Customized insurance solutions for businesses and individuals
Domain
Insurance / Property & Casualty
Required skills
Exposure analysis, quote specification preparation, coverage negotiation, policy review, data analysis (Excel), carrier system navigation, proposal development, licensing compliance
Preferred skills
Agency management system experience (Epic), industry designations (CRM, CISR, CIC, AAI, ARM, CPCU)
Technologies
Microsoft Excel, Microsoft Word, Epic, 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 prospect client exposure and loss data, maintain relationships with insurance companies and wholesalers, perform coverage gap analysis, engage risk resources for complex needs
Seniority
Mid-level, hands-on IC