Commercial Lines Insurance Specialist
5 days ago
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
- 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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