Insurance Placement Specialist
3 weeks ago
Job Title: Insurance Placement Specialist
Job Summary:
We are seeking an experienced Insurance Placement Specialist to join our team at Steadily. As an Insurance Placement Specialist, you will be responsible for receiving quote requests from our sales agents and working with our wholesale partners to prepare quotes for the sales agent to present to the customer.
Key Responsibilities:
- Receive quote requests from sales agents and work with wholesale partners to prepare quotes.
- Finalize the bind process once the agent has secured a bind order.
- Act as the sole intermediary between sales agents and wholesale underwriters, ensuring speed and responsiveness to both parties.
- Ensure compliance with sales agents delivering all necessary bind subjectivities and collecting payment properly prior to completing the transaction.
- Post-bind, wholesalers may email you directly regarding cancellations, inspection recommendations, etc., and you will be responsible for creating cases for rapid handling of these matters.
Requirements:
- Highly skilled at quoting insurance through various carriers (either Personal Lines or Commercial).
- Deep understanding of the insurance application process.
- P&C license preferred but not required.
- Highly organized, with excellent time management and discipline.
- Exceptional tech savvy, with the ability to work at a fast pace.
What We Offer:
- $65,000 including monthly production bonus plus equity in the company.
- Discretionary PTO.
- Health insurance including Medical, Dental, Vision, Life, HSA, FSA.
- 401K.
- In-office 4 days a week with a bucket of WFH days available.
- Free snacks and regular team lunches.
Why Steadily:
- Our founders have three successful startups under their belt and have recruited a stellar team to match.
- We pay top of market.
- We're earlier stage, so you'll get to wear a lot of hats and shape product decisions.
- We have a good time. Culture matters a ton to us.
- We're growing fast and are exceptionally well-funded.
- Steadily boasts a very unique culture that our teammates love.
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