Position Summary : The placement specialist oversees the marketing of all new business opportunities to our carriers including submission of applications, quoting on-line, negotiation of terms and conditions, preparation of proposals and seamless transition to the account managers under $75,000 in total account premium. This position ensures that consistently high customer service goals are achieved to assist the agency in reaching profit and growth objectives. The Placement Specialist position requires a highly organized individual, able to work independently with minimal supervision. The placement specialist must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.
Job Functions:
Following is a brief outline of essential tasks for the Marketing Manager position, but other responsibilities and duties may be assigned:
Provide customer service to internal and external clients on questions and concerns related to coverage, billing, and general questions relating to commercial insurance carriers.
Oversee the entire new business marketing process for accounts under $75,000 in total premium. Obtain data for new business submissions from consultant; ensure that all necessary information is compiled and direct submissions to carriers appropriate for the type of business or quote on insurance carrier's website. Negotiate terms and conditions and create detailed proposal for review with consultant. Assist Producer with proposal to customer upon request.
Bind coverage for new customers, update applications in the system, prepare premium finance applications and coordinate effectively with the Account Manager to ensure transition from Marketing to Commercial Lines department is successful.
Communicate regularly with underwriters and marketing representatives to discuss growth strategies and new opportunities.
Communicate regularly with Agency management and staff in an informative, consultative and educational capacity.
Create and maintain organized on-line file for each new customer, following all department policy with regard to maintenance of files.
Develop and maintain relationships with carriers
Research current service trends and techniques to maintain a competitive status for the agency within the industry. Communicate changes in the appetites of insurance carriers that may affect renewals or new business.
Maintain a current, active license at all times. Complete Continuing Education classes as required to maintain license, or as requested by Management. Should hold or be working toward at least one of the following insurance designations: CRM, CRIS, CIC, CPCU, or ARM.
Other duties as assigned
Minimum Qualifications and Requirements:
Able to read and write in English
High School diploma or equivalent required. College degree (or equivalent job experience) in insurance, communications or other related field preferred.
Must possess a valid Colorado Property and Casualty License; insurance designations such as CRM, CIC, CPCU, or ARM strongly desired.
Minimum 5 years Commercial insurance experience required;
Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (AMS 360 or similar).
Able to work independently with minimal supervision
Excellent written and verbal communication skills
Outstanding consulting, sales and negotiating skills
Strong customer service, team and mentoring capability required; must interact effectively with staff, clients, co-workers and management.
Strong attention to detail
Solid organizational skills and ability to work efficiently under strict time constraints
Proven ability to analyze and solve problems
Disclaimer
The information provided above is intended as general overview of the nature of the work, requirements, and necessary qualifications associated with this position. This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job
Compensation: $60,000.00 - $85,000.00 per year
YOUR FUTURE
as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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