Placement Specialist (Insurance)

Location: On-site in Mahwah, New Jersey, United States

Salary: $55,000–$75,000 per year

Company

A global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related risk solutions.

What you will do

• Manage timelines and processes for new business and insurance renewal accounts.
• Analyze client exposures and loss data, prepare quote specifications, and negotiate coverage terms.
• Prepare property and casualty insurance submissions, applications, exposure schedules, loss summaries, and proposal presentations.
• Review insurance policies and contracts, identify coverage gaps, and provide strategic recommendations.
• Collaborate with Client Advisors, Account Service Teams, insurance carriers, wholesalers, and specialized risk resources.
• Use carrier systems and comparative rating tools to support quoting and proposal development while maintaining licensing compliance.

Requirements

• 3–5 years of relevant insurance experience, with emphasis on middle- to large-market placements.
• Experience with a broker or agent marketing large middle-market accounts to carriers and strong knowledge of insurance markets and basic applicable coverages.
• Proficiency with Microsoft Office, especially Excel and Word, and experience creating proposal presentation documents.
• Strong communication, presentation, organizational, prioritization, adaptability, and attention-to-detail skills.
• Must currently hold an applicable insurance license and comply with continuing education requirements.
• Ability to work independently and collaboratively with minimal supervision.

Nice to have

• Experience with Epic.
• College degree.
• 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, disability, fertility, and wellness benefits.
• Paid time off, holidays, paid sick time, an Employee Assistance Program, and a Calm app subscription.
• 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.