Insurance Placement Specialist Commercial Lines

The Marketing Specialist markets both new and renewal business by performing the following duties. 

Essential Duties and Responsibilities

• Works with Account Managers and Producers to determine client quoting needs.
• Works with multiple insurance companies to obtain quotes for various lines of business.
• Submits detailed client information into the database to obtain accurate rates.
• Reviews quotes for endorsements, exclusions, and subjectivities.
• Reviews firm quotes for accuracy before sharing with the producer or client.
• Generates proposals for clients.
• Binds coverage once sold.
• Explains proposal information to the Account Manager and/or Producer, including carrier specifics related to the client’s overall needs.
• Works with carrier marketing representatives and underwriters to learn and understand appetite, new products, and latest offerings.
• Schedules and/or participates in periodic meetings with marketing representatives to stay informed on products being offered.
• Participates in webinars and learning opportunities related to system updates or product changes.
• Performs other related duties and responsibilities as assigned.

• High school diploma or equivalent required.
• 2–4 years of independent agency experience in commercial lines.
• Excellent oral and written communication skills.
• High level of accuracy, attention to detail, and strong time management skills.
• Intermediate proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Professional self-starter with the ability to work independently and as part of a team.
• Self-motivated and able to manage multiple tasks with minimal guidance.
• Deadline and detail-oriented with strong problem-solving and analytical skills.