Commercial Lines Placement Specialist - Small/Mid
Core
Manage and execute new business and renewal processes for small commercial insurance accounts, including exposure analysis, quote preparation, carrier negotiations, and proposal presentation.
Role type
Commercial Lines Placement Specialist (Small/Mid Commercial)
Builds
Property and casualty insurance coverage solutions for small commercial clients
Domain
Insurance / Property & Casualty
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial insurance market knowledge, exposure analysis, financial analysis, negotiation, ACORD applications, Microsoft Office Suite (advanced Excel), P&C licensing compliance
Preferred skills
CRM, CISR, CIC, AAI, ARM, or CPCU designations, Applied/EPIC agency management system experience
Technologies
ACORD, Applied/EPIC, Microsoft Office Suite
Responsibilities
Maintain timelines for new business and renewal processes, create and execute marketing strategies for select accounts, exercise independent judgment in carrier placement, review policies and recommend improvements, prepare insurance submissions and exposure schedules, maintain relationships with insurance carriers and wholesalers, perform coverage gap analysis, develop professional proposal presentations
Seniority
Mid-level, independent contributor