We currently have an opportunity for an Insurance Placement Specialist in our Property & Casualty department. In this position, you will coordinate marketing strategies, service, and support needs of the client or prospect with Account Executives as necessary for each individual insured.
Prepare submissions and obtain quotes on assigned account renewals and prospective clients as outline in the marketing strategies with the Account Executive. Negotiate terms and conditions of coverage program with insurance companies as specified for each account
Provide accurate, clear communication to insurance carriers and clients/prospects with direction of Account Executive
Prepare presentation material and review for coverage and accuracy. Good working knowledge of Excel is needed.
Update client coverage detail in agency management system and provide coverage binding details to the Account Coordinator for preparation of certificates of insurance, Auto ID cards, etc., as needed
Provide marketing and technical assistance to Account Executives and Service Account Mangers in researching coverage issues
Provide direction to the Account Coordinator for completion of assigned projects
Foster positive relationships with insurance companies and clients
Perform other specific duties as assigned
Obtain and maintain appropriate insurance licenses
Pursue a program of personal and professional development as approved
High school education, insurance courses, plus 3 - 5 years of related experience in an insurance company or agency, or equivalent training and/or experience. Some college level course of study helpful
Ability to communicate effectively orally and in writing
Ability to perform arithmetic calculations including the understanding of basic policy rating process of commercial Property & Casualty insurance policies
Ability to understand and analyze Property & Casualty insurance coverages, forms, and policies
Good working knowledge of Microsoft Excel, Word, and Outlook are critical skills. Knowledge of Applied EPIC agency management system would be beneficial.