Commercial Lines Placement Specialist
$65,000–$125,000 year
On-siteSan Jose, California, United States or Ontario, Canada
Job Summary
Manage new business and renewal processes for commercial insurance accounts by overseeing timelines, conducting exposure and financial analysis, and preparing quote specifications. Strategize placement approaches for complex accounts, including large deductible programs and captives, while negotiating coverage terms and presenting proposals to clients. Execute marketing strategies based on risk characteristics and perform coverage gap analysis to deliver tailored recommendations. Collaborate with Client Advisors and carrier partners to prepare insurance submissions, analyze prospect data, and maintain relationships with the market. Conduct year-end book reviews to assess placement performance and renewal strategy.
Required Qualifications
- 5+ years of relevant insurance experience, with an emphasis on mid-to-large commercial account placements
- Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
- Strong critical thinking, financial analysis, and negotiation skills with demonstrated ability to analyze complex market data and influence placement outcomes
- Able to work with minimum supervision; able to accept direction on given assignments
- Proficient with MS Office products, including a high knowledge of Excel and Word
- Strong organizational skills and ability to handle multiple tasks and prioritize work
- Demonstrated flexibility and adaptability to changing priorities and deadlines
- Strong attention to detail to ensure document accuracy
- Able to work effectively in a team environment with strong customer service skills
- Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets
- Strong knowledge of all basic applicable insurance coverages
- Proficient in creating proposal presentation documents identified as required documents
- Must currently hold an applicable insurance license
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Desired Qualifications
- Experience with Applied Epic a plus
- College degree preferred
- Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred
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