Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
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 including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
Attend prospects and proposal meetings with producer, as needed
Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary
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
Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
Work independently and within a team on special and nonrecurring 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
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.
Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets.
Strong knowledge of all basic P&C coverages.
Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.

Insurance Carrier Placement Specialist

Key skills