CL Regional Insurance Placement Specialist
hace 14 días
Coral Gables
General Description: This position is responsible for independently managing the marketing/placement of new account opportunities (small business) with partner insurance carriers. Responsible for providing support to Select Commercial producers as a resource for negotiating carrier coverages and terms, preparation of proposals, and finalizing the placement/binding process. Responsibilities: • Responsible for establishing/maintaining a relationship with production team; obtaining pertinent information via the producer to obtain a quotation, • Must be able to establish and maintain a strong relationship with carrier partners, • Serve as a source of knowledge of appetite, market trends, pricing practices, contacts, and other underwriting policies, • Take part in carrier meetings and share information with Select operations and sales, • Responsible for negotiating and selling the opportunity to carrier partners for interest; quote online via carrier rating tools or submit to underwriter. Collaborating with Team Lead when necessary., • Responsible for completion of marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination, • Responsible for binding coverage with underwriters and finalizing the marketing process, • Responsible for complete and accurate documentation in agency management systems, marketing file of each account handled, • Required to perform essential functions; meeting service standards and best practices developed by USI, • Additional projects and duties as assigned. Knowledge, Skills and Abilities: • 3-7 years’ experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts, • College degree and insurance designations (CIC, ARM, AAI, CPCU) preferred, • Ability to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequency, • Sales driven and solution oriented to help meet production and growth goals, • Ability to creatively and proactively problem solve and negotiate, • Sets priorities and manages workflow to ensure efficient, timely, and accurate work, • Informed regarding industry and new product information, legislation, coverages and technology to continuously improve knowledge and performance, • Knowledge of agency management system, workflow procedures, underwriting, sales and service processes, • Proficient in Word and Excel, • Strong written, oral and interpersonal communication skills, • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe, • Maintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts; ability to work in a team environment, • Effective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI
Burger M.Managing director•Activo hace 8 días
