Placement Specialist Commercial Lines
Core
Market property and casualty insurance programs for small to middle market accounts, gathering data, preparing submissions, negotiating coverage terms, and presenting proposals.
Role type
Commercial Lines Placement Specialist
Builds
Property and casualty insurance coverage proposals and submissions for new and renewal business
Domain
Insurance / Property & Casualty
Required skills
P&C insurance licensing, exposure analysis, Acord applications, Excel modeling, carrier negotiation, proposal presentation
Preferred skills
CISR/CIC/AAI/ARM/CPCU designations, Epic system experience
Technologies
Acord, Epic, MS Excel, MS Word
Responsibilities
Maintain new and renewal business timelines; analyze exposure and loss data; prepare and present coverage proposals; negotiate coverage terms with carriers; review policies for improvement; attend prospect meetings
Seniority
Mid-level, independent contributor