Job Description

Personal Insurance Placement Specialist - Fully Remote

The Placement Specialist role is focused on quotes/submissions for our member agents. Member agents submit applications to our team, to approach carriers they do not have direct access to. The Placement Specialist will rate online and/or submit to carriers with goal of returning bindable quotes to our members.There is no direct sales and no servicing of in force business.

Daily Responsibilities:

• Review all new business applications
• Identify & contact responsible members to obtain any missing info and/or receive clarification needed to quote the account
• Update CRM with appropriate info throughout the life cycle of the quote
• Market account & generate new business quotes
• Review binding applications for appropriate info & forms
• Issue policies through insurance carrier websites upon receipt of all required documents from the member

Qualifications:

• At least 1 year of experience working with multiple Commercial Lines coverages & industries.
• Ability to work in a fast-paced environment & multitask.
• Property & Casualty License required.

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