Commercial Insurance Placement Specialist
Core
Market all lines of commercial insurance, assist in underwriting commercial accounts, and manage local carrier/wholesale market relationships to acquire new business and retain renewals.
Role type
Commercial Insurance Placement Specialist (Marketing/Underwriting hybrid)
Builds
Commercial insurance policies and risk management solutions for businesses
Domain
Insurance brokerage / Property & Casualty
Required skills
Commercial lines coverage knowledge, Property & casualty rating, Carrier relationship management, Underwriting guidelines, Risk submission analysis, Policy quotation accuracy, Market trend analysis, Microsoft Office proficiency
Preferred skills
State insurance license, Advanced Broker Management System (Applied Epic/Vertafore), 3-5 years marketing/underwriting experience, Instruction/facilitation skills
Technologies
Applied Epic, Vertafore BenefitPoint, Microsoft Word, Outlook, PowerPoint, Excel
Responsibilities
Analyze line of business production trends and recommend corrections; Consult producer teams on strategic placements of insurance programs; Underwrite commercial accounts within delegated authority; Execute quality control for policies and quotations; Build relationships with insurance company underwriters; Maintain new business and renewal control logs.
Seniority
Mid-level, hands-on IC