New Job Opening: Commercial Lines Placement Specialist in New Berlin, WI

Job Description

Commercial Lines Placement Specialist

Job Summary

Seeking a dedicated and experienced Commercial Lines Placement Specialist to join a dynamic team. This role is ideal for a professional with a strong background in marketing and servicing commercial lines accounts, who thrives in a collaborative, family-owned, and tech-focused environment. As a key member of team, you will play a pivotal role in marketing new and renewal business, as well as managing new leads and driving them to closure.

Compensation Package

• Base Salary: $60,000 - $70,000 (flexible for highly qualified candidates)


• Benefits: Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities

• Market and place both new and renewal commercial lines business with carriers.


• Collaborate with carriers to ensure optimal coverage and pricing for clients.


• Manage and nurture new leads, guiding them through the sales process to closure.


• Maintain and update client information in Salesforce (training provided if needed).


• Provide exceptional service to clients, ensuring their needs are met promptly and professionally.


• Work closely with the Commercial Lines team to support departmental goals and initiatives.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.


• Experience:
  
  
  
  • Proven experience working with carriers and marketing commercial lines business.
  
  
  • Familiarity with handling smaller, generalist accounts.
  
  
  
  


• Skills:
  
  
  
  • Strong marketing and sales acumen, with the ability to close deals effectively.
  
  
  • Excellent communication and interpersonal skills.
  
  
  • Proficiency in Salesforce is a plus, but not required (training available).
  
  
  
  


• Work Ethic: Self-motivated, detail-oriented, and able to thrive in a fast-paced environment.

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