Responsible for managing and executing key components of the new business and renewal processes for mid-to-large commercial insurance accounts
Overseeing timelines, conducting exposure and financial analysis, preparing quote specifications, negotiating complex coverage terms, and presenting comprehensive proposals to clients
Create and execute branding strategies
Prepare submissions for property and casualty insurance
Perform coverage gap analysis and deliver strategic coverage recommendations
Collaborate with internal teams and Client Advisors
Maintain familiarity and working relationships with various insurance companies and wholesalers

Minimum of 3 years of insurance industry experience
Focus on large commercial construction account placements
Experience working for an insurance broker or agency
Strong organizational skills with the ability to manage multiple priorities and meet deadlines
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
Strong critical thinking, financial analysis, and negotiation skills
Proficiency with Microsoft Office Suite (advanced knowledge of Excel and Word)
Experience with Epic agency management system preferred
Strong knowledge of commercial insurance markets and basic applicable insurance coverages
Current Property & Casualty (P&C) insurance license required
Professional insurance designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred, or active pursuit of one of these designations.

Commercial Lines Placement Specialist

Key skills