Placement Specialist
Core
Manage and execute new business and renewal processes for insurance accounts, including exposure analysis, quote specifications, and coverage proposals.
Role type
mid-level insurance placement specialist
Builds
property and casualty insurance coverage proposals and submissions
Domain
Insurance / Risk Management
Required skills
Property and Casualty insurance licensing, exposure analysis, quote specification, Acord applications, Excel proficiency, carrier system rating, coverage gap analysis, proposal presentation
Preferred skills
Epic system experience, professional designations (CRM, CISR, CIC, AAI, ARM, CPCU), middle to large market marketing
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 client exposure and loss data; maintain relationships with insurance companies and wholesalers; perform coverage gap analysis and deliver strategic recommendations.
Seniority
Mid-level, hands-on IC