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Placement Specialist

3 months ago

Des Moines, United States First MainStreet Insurance, L.C. Full time
POSITION TITLE: Placement Specialist DATE: June 2024

REPORTS TO: Operations Department LOCATION: FMSI Metro Cities

CLASSIFICATION: Non-exempt EEO CLASSIFICATION: Administrative

POSITION SUMMARY:

A Placement Specialist is responsible for overseeing the delivery of high-quality quote options to enable proactive retention efforts to our valued clients. They will provide administrative support in the requoting process to the Account Manager, Account Executive, Risk Advisor. They will process all assigned quote requests in a timely manner, ensuring a high level of accuracy in providing quotes in line with or superior to the existing coverage. The Placement Specialist will be part of an exceptional, resourceful, and collaborative office here at First Mainstreet Insurance.

Looking for assistance in First Mainstreet's large metropolitan locations like Cedar Rapids/Iowa City/Des Moines/Quad Cities/Waterloo

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

•Ensure all deadlines are met for assigned tasks to assist with retention of accounts

•Manage and report information to Account Manager, Account Executive or Risk Advisor to ensure we are assisting to minimize exposures

•Assist with administrative support to drive proactive measures to ensure high levels of account retention

•Market renewal business, in conjunction with a Risk Advisor or Account Manager

•Manage all account work in our agency management system (EPIC) to ensure all data is accurate.

•Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions and competitors

•Embrace the tools provided to become efficient in tasks that are assigned

•Maintain confidentiality of client and carrier information

•Perform other duties, as assigned, appropriate to the position

SKILLS & COMPETENCIES

•Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper free environment.

•Excellent communication and interpersonal skills

•Exceptional attention to detail

•Strong organization and time management skills

•Strong collaborative and morale skills to motivate and assist a high-performing team

•Ability to adapt to a fast-paced and dynamic environment

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. 90-