Sr. Insurance Placement Specialist
2 months ago
Brown & Brown Insurance is looking for a Sr. Insurance Placement Specialist to join our team in West Palm Beach, Florida
WHAT YOU’LL DO:
- Disbursement and tracking of submissions to the marketplace.
- Assist in analyzing insurance exposures and account summaries
- Assist Marketer in transition bound accounts to the respective account management teams.
- Assist in reviewing quotations prepared by our carriers for accuracy and completeness.
- Talk to producers/account executives and gather information needed to obtain quotes from the marketplace
- Prepare invoices and required documentation to bind accounts
- Issuance of binders, certificates, automobile identification cards, invoices and similar items.
- Be proficient in available carrier rating systems were provided for Agency use.
- Rate submissions and complete applications and other required documentation
- Assist the marketing department in obtaining and analyzing quotations and declinations from various companies.
- Assist Marketer in transition bound accounts to the respective account management teams.
- Assist in resolving omitted items and commission differences when necessary.
- Assist in the compilation and preparation of marketing and underwriting data, including but not limited to: loss runs, Motor Vehicle Reports, etc.
- Prepare/finalize proposals and coordinate the layout of the proposal and presentation with producers/account executives
- Document all marketing activity in the agency management system.
- Assist with preparing invoices and required documentation to bind accounts.
- Develop a good working knowledge of company underwriting philosophies and appetites.
- Ensure that systems, procedures, and insurance company regulations are adhered to by the department and alert management should any problems arise.
- Attend Marketing Team meetings as scheduled.
- Establish positive working relationships with producers/account executives.
- Develop a full working knowledge of department procedures.
- Keep Marketing Analyst informed of any service problems.
- Utilize agency automation with a high level of knowledge and proficiency.
- Pursue a program of personal and professional development.
- Perform other duties as assigned.
- Attendance is a requirement for this position.
WHAT YOU’LL NEED:
- 2-20 license is required
- 2 + years' experience in agency marketing.
- Familiarity with industry forms, coverage, and an overall familiarity with the insurance marketplace.
- Proficiency in Microsoft Word and Excel. Online rating tools preferred.
WHAT WE OFFER:
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Paid Time Off (PTO)
- Generous benefits package health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
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