CareerPlan

Commercial Insurance Placement Specialist

Charlotte, NC, USFull-time2026-11-03 → 2026-11-11
Based in United States

Core

Market all lines of commercial insurance, analyze production trends, and manage carrier relationships to acquire new business and retain renewals for local businesses.

Role type

Commercial Insurance Placement Specialist

Builds

Commercial insurance policies and risk management solutions

Domain

Insurance brokerage / Property & Casualty

Required skills

Commercial lines coverage knowledge, Property and casualty rating, Carrier relationship management, Underwriting guidelines, Risk submission strategies, Policy quotation accuracy, Market trend analysis, State insurance licensing

Preferred skills

Advanced Broker Management System experience (Applied Epic, Vertafore BenefitPoint), Microsoft Office proficiency, Instruction/facilitation skills, Technical writing

Technologies

Applied Epic, Vertafore BenefitPoint, Microsoft Word, Outlook, PowerPoint, Excel

Responsibilities

Analyze line of business and insurance company production trends; Manage local carrier and wholesale market relationships; Market all lines of commercial insurance; Underwrite commercial accounts within delegated authority; Act as account liaison for producers; Execute quality control for policies and quotations; Build relationships with insurance company underwriters; Maintain new business and renewal control logs.

Seniority

Mid-level (3-5 years experience preferred)