Insurance Agent providing consultations to assess client needs and recommend coverage. Involving community engagement for building a member network while achieving business goals.
About the role
- Placement Specialist marketing property and casualty insurance programs for large market accounts. Collaborating with teams to gather data, negotiate terms, and prepare proposals for new and renewal business.
Responsibilities
- Market property and casualty insurance programs on prospective accounts for large market accounts
- Gather, analyze, and organize data; prepare submissions and applications
- Negotiate coverage terms and prepare proposals for prospects, for both new and renewal business
- Maintain timeline and process during the new business and renewal process, inclusive of exposure analysis and negotiation of coverage offers
- Communicate effectively within the team environment
- Review insurance policies and contracts and make recommendations for improvement
- Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts
- Attend prospects and proposal meetings with producer, as needed
- Analyze excel spreadsheets of prospect client exposure and/or loss data
- Answer prospect and carrier phone calls
- Maintain familiarity and working relationship with various insurance companies and wholesalers
- Handle confidential and non-routine information
- Abide by and maintain all licensing requirement, including continuing education
Requirements
- Minimum 3-5 years relevant Commercial Lines experience required, with an emphasis on large market placements
- College degree preferred
- Licensed in property and casualty insurance required
- Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU- preferred
- Experience with Epic strongly preferred
- Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills
- Able to work with minimum supervision; able to accept direction on given assignments
- Proficient with MS Office Products including a high knowledge of Excel and Word
- Strong organizational skills and ability to handle multiple tasks and prioritize work
- Demonstrated flexibility and adaptability to changing priorities and deadlines
- Strong attention to detail to ensure document accuracy
- Able to work effectively in a team environment with strong customer service skills
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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