Placement Specialist
Core
Manage and execute new business and renewal processes for insurance accounts, including exposure analysis, quote specifications, negotiation, and proposal presentation.
Role type
Senior IC placement specialist (property & casualty insurance)
Builds
Insurance coverage proposals and submissions for middle to large market clients
Domain
Insurance brokerage / Property & Casualty
Required skills
Property and Casualty insurance licensing, exposure analysis, quote specification, coverage negotiation, Acord applications, Excel proficiency, market knowledge, proposal presentation
Preferred skills
Epic system experience, professional designations (CRM, CISR, CIC, AAI, ARM, CPCU), college degree
Technologies
Acord, Epic, MS Office (Excel, Word)
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 and deliver strategic recommendations.
Seniority
Mid-Senior, hands-on IC