Commercial Lines Insurance Specialist

5 days ago


Santa Monica, California, United States Jobot Full time
Job Title: Commercial Lines Placement Specialist

We are seeking a highly motivated and experienced Commercial Lines Placement Specialist to join our dynamic team at Jobot. As a key member of our sales support team, you will play a critical role in supporting our sales process, retaining and growing our business, and providing exceptional customer service to our high net worth clients.

Responsibilities:
  • Proactively solicit new and renewal business from sales producers and account managers
  • Create and maintain trust with our marketing department and provide frequent updates on account activity
  • Be a go-to resource for carrier information, including appetite guides, carrier brochures, and contact details
  • Attend and participate in monthly renewal meetings with sales producers and account managers
  • Designate accounts that require marketing support and work closely with our marketing team to develop targeted marketing strategies
  • Review applications and obtain all necessary information from sales producers or account managers
  • Work with sales producers to provide customers with adequate insurance coverage, address loss history, and recommend safety programs
  • Make complete submissions to markets, including 3-5 year loss runs, supplemental applications, financial statements, and photos
  • Keep sales producers informed of market responses and provide regular updates on account activity
  • Create and maintain marketing spreadsheets to track account activity and marketing efforts
  • Prepare and complete proposals, and assist with sales presentations to ensure seamless communication with clients
Requirements:
  • Minimum of 5 years of experience in sales and/or sales support within commercial lines insurance
  • Comprehensive understanding of property and casualty insurance, including knowledge of industry trends and regulations
  • Active property and casualty license, CPCU, CISR, and/or CIC designations
  • Strong communication and interpersonal skills, with the ability to work independently and as part of a team
  • Excellent organizational and time management skills, with a proven track record of managing a portfolio of high net worth clients
  • Demonstrated ability to provide exceptional customer service, with a focus on integrity and professionalism

If you are a motivated and experienced Commercial Lines Placement Specialist with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity with Jobot today.



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