6 дней назад
Placement Specialist Commercial Lines
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Placement Specialist Commercial Lines (Commercial Insurance): Managing new business and renewal placements for property and casualty insurance accounts with an accent on exposure analysis, coverage negotiation, submission preparation, and client proposals. Focus on analyzing loss data, developing coverage strategies, coordinating with carriers and internal teams, and maintaining licensing compliance.
Location: 4100 Goodlette Rd N, Naples, Florida, United States; on-site presence required
Company
is a global fintech and insurance services company providing insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage solutions.
What you will do
- Manage timelines and processes for new business and renewal insurance placements.
- Analyze exposures, loss data, coverage offers, and policy terms; identify coverage gaps and recommend improvements.
- Prepare property and casualty submissions, insurance specifications, applications, loss summaries, exposure schedules, and client profiles.
- Negotiate coverage terms with insurance carriers and wholesalers and prepare and present client proposals.
- Coordinate with Client Advisors, Account Service Teams, carrier partners, and Risk Resources to deliver tailored solutions.
- Use carrier systems and comparative rating tools, maintain market relationships, protect confidential information, and support special projects.
Requirements
- 3–5 years of relevant insurance experience, with an emphasis on middle- to large-market placements.
- Experience with a broker or agency, including marketing large middle-market accounts to carriers.
- Strong knowledge of applicable insurance coverages and insurance markets.
- Current applicable insurance license and commitment to continuing education.
- Strong communication, presentation, organization, prioritization, adaptability, attention to detail, and customer service skills.
- Proficiency with Microsoft Office, especially Excel and Word, and experience creating proposal presentation documents.
Nice to have
- Experience with Epic.
- College degree.
- Progress toward a professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU.
Culture & Benefits
- On-site collaboration with team leadership and cross-functional partners.
- Medical, dental, vision, life, and disability insurance.
- Paid sick time, paid time off, holidays, maternity and paternity leave, and Employee Assistance Program access.
- 401(k) plan with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
- Fertility benefits, wellness resources, Calm subscription, legal plan options, and pet insurance.
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