Group Benefits Placement Specialist

We're looking for a
licensed Group Benefits Placement Specialist
for a new insurance brokerage that's redefining how small and midsize businesses understand and buy insurance through its proprietary AI technology and deep industry expertise.

You'll be responsible for executing the placement of insurance coverage for new business and often times renewal business, working closely with Sales Agents, Account Managers, and carriers to ensure timely and accurate policy binding. This role requires strong attention to detail, technical expertise in coverage placement, and the ability to negotiate favorable terms with carriers. The Placement Specialist supports both client retention and agency growth by ensuring policies are accurately placed and meet client needs.

Please note: to be considered, you must have an active Florida 2-15 Life & Health license.

The Business Model:

As a brand new business arm of an extremely successful SMB services company, we're building a modern, acquisition-driven insurance services company focused exclusively on small and mid-sized business clients (10–99 lives). Our advantage lies in our blend of AI-powered technology and human expertise, enabling a seamless, omnichannel experience for SMB clients and their employees. We're acquiring independent agencies and investing in their teams, giving producers and servicing staff the tools to thrive.

Essential Duties & Responsibilities:

• Manage the end-to-end placement process for new and renewal business, from submission to policy binding.

• Collaborate with Sales Agents to assess client needs and identify optimal carriers and coverage options.

• Negotiate pricing, terms, and coverage with carriers to secure the best outcomes for clients.

• Ensure all policies are accurately bound, meet company standards, and comply with regulatory requirements.

• Maintain detailed placement records in Applied Epic, following standardized workflows and documentation requirements.

• Proactively communicate placement progress and status updates to internal teams.

• Identify opportunities for enhanced coverage or alternative placement strategies to support retention.

• Embrace and leverage technology to improve efficiency and enhance the client experience.

• Participate in carrier and internal meetings to stay current on market trends, products, and best practices.

Required Qualifications:

• Minimum of 3–5 years of experience in insurance placement, underwriting, or account management.

• Active 2-15 Florida Life & Health license

• Is able to work onsite in Brickell a minimum of 4 days/week

• Strong understanding of carrier underwriting guidelines and placement procedures.

• Proficient with Employee Navigator, agency management systems (Applied Epic preferred), and Microsoft Office Suite.

• Excellent communication skills with a client-focused and detail-oriented mindset.

• Team-player mentality, positive attitude.

• Thrives in a fast-paced, startup environment.

Bonus if you have:

• Industry certifications such as CIC or CPCU.

• Experience in a growth-oriented or multi-carrier agency environment.

Key Competencies

• Service-oriented and client-focused with strong problem-solving skills.

• Technologically savvy and comfortable with digital tools to streamline workflows.

• Organized, detail-oriented, and able to manage multiple priorities independently.

• Strong interpersonal skills and ability to collaborate effectively with sales and service teams.

• Capable of handling complex placement and carrier negotiations with confidence.

Decision-Making & Judgment

This role is empowered to make the following independent decisions:

• Determining the most appropriate carrier and coverage structure for client needs.

• Deciding when to remarket accounts or pursue alternative placement strategies.

• Negotiating pricing and terms with carriers within established authority.

• Managing prioritization of placement tasks and daily workflow.

• Determining when to escalate a placement or carrier issue to leadership.

Compensation, Benefits, Location:

• 100% employer-paid healthcare
• Competitive annual salary (DOE) + Bonus
• 401k eligible on first payroll; company will match up to 4% of gross pay
• Monthly cell phone stipend
• Schedule/commute flexibility
• PTO in first year accumulates 120 hours in first 12 months
• 14 annual holiday days: 13 scheduled and 1 floating holiday
• Central office location in Brickell area of Miami, company-paid parking