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
Prepare proposals for prospects, for both new and renewal business
Maintain timeline and process during the new business process and renewal process
Communicate effectively within the team environment
Review insurance policies and contracts and make recommendations for improvement
Work with others to prepare insurance submissions for new business prospects and renewing accounts
Attend prospects and proposal meetings with producer
Analyze excel spreadsheets of prospect client exposure and/or loss data
Answer prospect and carrier phone calls
Maintain familiarity with various insurance companies and wholesalers
Handle confidential and non-routine information
Abide by and maintain all licensing requirements
Attend seminars, company meetings, and educational activities needed to improve overall job expertise and product knowledge
Work independently and within a team on special and ongoing projects

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

Insurance Carrier Placement Specialist

About this role