Senior Placement Specialist
Core
Senior Placement Specialist providing market expertise and carrier guidance for complex insurance placements while leading process improvements and mentoring junior specialists.
Role type
Senior IC placement specialist (insurance)
Builds
Customized insurance solutions for middle to large market clients
Domain
Insurance brokerage / Middle market
Required skills
Insurance placement expertise, exposure analysis, quote negotiation, policy review, submission preparation, data analysis, market relationships, licensing compliance, coverage strategy
Preferred skills
Epic system experience, professional designations (CRM, CISR, CIC, AAI, ARM, CPCU)
Technologies
Epic, MS Office (Excel, Word), carrier rating systems
Responsibilities
Maintain timelines and processes for new business and renewals, review insurance policies and make recommendations, prepare property and casualty submissions, analyze exposure and loss data, maintain carrier relationships, perform coverage gap analysis, lead process improvement initiatives, support training of Placement Specialists
Seniority
Senior, hands-on IC with mentorship duties