Insurance Placement Specialist
6 days ago
About the Role
We are seeking an experienced and technically proficient insurance professional to join our team as an Agency Placement Analyst. In this role, you will process endorsements and certificates of insurance, answer questions from insureds, account executives, account specialists, and underwriters on coverage forms and exclusions.
Key Responsibilities
- Support the quote and renewal of policies placed through insurance brokers and directly with carriers
- Develop quotes and place businesses with insurance carriers
- Provide service on written insurance policies through the agency, including policy change notices, certificates of insurance, endorsements, and audits
- Invoice new and renewal policies for agency-billed business
- Evaluate new and renewal insurance applications submitted by sales producers for prompt and accurate placement or declination with excess and surplus lines markets or standard insurance markets
Requirements
- Bachelor's degree or equivalent work experience
- 1-3 years of related work experience
- Ability to analytically evaluate insurance application information and make sound recommendations
- Proficient knowledge of distribution systems and placement procedures of all insurance product lines
- Demonstrated written and verbal communications skills and human relations skills that require a high degree of tact and diplomacy
- Demonstrated proficiency in using personal computers and various software programs, including Microsoft Office products (Word, Excel)
- Ability to obtain and maintain a Multiple State License for Property & Casualty and Life & Health
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