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Personal Lines Insurance Placement Consultant

2 months ago

Santa Monica, California, United States Jobot Full time
Job Overview

Fully Remote Position

Recognized as a leader in the Insurance sector, we are in search of a Personal Lines Insurance Placement Consultant.


About Us:

We take pride in being one of the foremost companies in the Insurance industry, a distinction earned through our dedicated employees and exceptional leadership. As we expand, we are eager to bring on highly skilled professionals who can contribute to our mission of delivering unparalleled service to our esteemed clients.


Why Consider Joining Us?

  • Attractive Compensation and Benefits Package
  • Long-term stability and growth opportunities
  • Collaborate with a well-established team committed to your professional development
  • Significant expansion across the nation
  • Engaging responsibilities and rewarding work
  • Flexible hybrid work model, primarily remote
  • Commission-based role

Position Details:

We are looking for a driven Personal Lines Insurance Placement Consultant to become a vital part of our dynamic team. The ideal candidate should possess at least 5 years of experience in the insurance field and have a thorough understanding of Personal Lines Insurance. This role will focus on supporting the sales process, enhancing business retention, and fostering growth through effective marketing strategies.


Key Responsibilities:

  • Actively pursue new and renewal business opportunities
  • Develop strong relationships with Sales Producers and the marketing department
  • Serve as a reliable resource for carrier information and guidelines
  • Participate in and lead renewal meetings with Sales Producers and Account Managers
  • Identify accounts requiring marketing efforts
  • Review applications and gather necessary information from Sales Producers or Account Managers
  • Collaborate with Sales Producers to ensure clients receive appropriate insurance coverage
  • Prepare comprehensive submissions for markets, including loss runs and financial statements
  • Keep Sales Producers updated on market submissions
  • Maintain a detailed marketing spreadsheet
  • Create cover letters outlining risks and coverage details
  • Work closely with Underwriters to confirm submission receipt and additional information needs
  • Compare received quotes and review them with Sales Producers
  • Prepare proposals and assist in sales presentations
  • Provide Account Managers with accurate proposals and necessary documentation

Qualifications:

  • Minimum of 5 years of experience in Sales or Sales Support within Personal Lines Insurance
  • In-depth knowledge of Property and Casualty insurance
  • Active Property & Casualty License, CPCU, CISR, and/or CIC designations preferred
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Strong organizational and time management abilities
  • Proven experience managing a portfolio of high net worth clients
  • Commitment to providing exceptional customer service
  • Awareness of industry trends and regulations
  • Ability to maintain positive relationships with colleagues, carriers, and vendors

If you are an experienced Personal Lines Insurance Placement Consultant with a successful track record in Insurance Sales and Support, we invite you to explore this exciting opportunity with us.