Responsible for maintaining the timeline and process during the new business and renewal process
Create and execute marketing strategies for select accounts
Evaluate and analyze alternative risk financing mechanisms
Strategize and build insurance towers for select accounts
Exercise independent judgment in the placement of accounts
Responsible for year-end book review for select accounts
Communicate effectively within the team environment
Review insurance policies and contracts and make recommendations for improvement
Analyze Excel spreadsheets of prospect client exposure and/or loss data
Maintain familiarity with various insurance companies and wholesalers
Use rating tools and carrier systems as applicable
Attend seminars, company meetings, carrier events, and educational activities

Minimum of 3 years of insurance industry experience
Experience working for an insurance broker or agency
Strong critical thinking, financial analysis, and negotiation skills
Proficiency with Microsoft Office Suite, including advanced knowledge of Excel and Word
Current Property & Casualty (P&C) insurance license required
Professional insurance designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred

Commercial Lines Placement Specialist

Key skills