Job title: Commercial Lines Placement Team Lead/Specialist
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Executive Marketing Manager
Location: Charlotte, NC
Job published: 04/30/2025
Job ID: 134907

Job Description

Placement Specialist / Team Lead – Commercial Lines – Remote
Location: Flexible (Remote or Hybrid, based on location)
Experience Required: 5–10+ years
License Required: P&C (designations a plus)

A respected national insurance agency with over 1,200 employees is hiring two experienced Placement Specialists/Team Lead to support the continued growth of their commercial lines division. This is a hands-on leadership and placement-focused role ideal for someone who thrives in a client-facing, market-savvy environment and enjoys mentoring others.

Why Join This Team:

  • Competitive salary with advancement opportunities

  • Comprehensive benefits package including health, 401(k), paid time off, holidays, and wellness programs

  • Paid training and continuing education to obtain/maintain licenses

  • Career growth and internal mobility within a large, stable organization

  • Supportive leadership and structured onboarding processes

Key Responsibilities:

  • Drive new and renewal marketing efforts in partnership with Sales Producers and Account Managers

  • Develop submission strategies based on client risk profiles and market conditions

  • Prepare complete marketing submissions, negotiate with carriers, and compare final quotes

  • Serve as a resource on carrier appetite, underwriting contacts, and market trends

  • Act as team lead and mentor for the risk placement team, overseeing onboarding, training, and quality standards

  • Collaborate with the Director of Placement on process improvements and project execution

  • Host renewal meetings, coordinate quoting activity, and ensure all client placement needs are met

  • Utilize AMS360 and ImageRight for documentation, tracking, and communication

  • Maintain strong relationships with underwriters and carriers to negotiate favorable terms

  • Ensure compliance with all applicable insurance regulations

Ideal Candidate:

  • 5–10+ years of experience in Commercial Lines risk placement or marketing

  • Experience working with small to middle-market accounts across various industries

  • P&C license required; industry designations preferred

  • Strong leadership skills and experience mentoring or managing others

  • Deep knowledge of commercial markets and carrier relationships

  • Proficiency with AMS360 and ability to manage high-volume placements

  • Excellent communication and negotiation skills

This is a great opportunity for a high-performing commercial lines marketing or placement professional to step into a leadership role with room to grow.

To learn more or apply confidentially, contact us directly.

 

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