The Placement Specialist will market property and casualty insurance programs on prospective accounts for small to middle market accounts. This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business.
- 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
- College degree preferred
- Nice to have: CISR
- Nice to have: CIC
- Nice to have: AAI
- Nice to have: ARM
