Carrier Placement Specialist II, Commercial Lines

Morris & Garritano Insurance; California (MO); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Carrier Placement Specialist to enhance their Property & Casualty business. This role involves coordinating a high-volume workload in a dynamic environment, requiring strong relationship management and detail-oriented analysis skills. The ideal candidate will thrive on collaboration with insurance carriers and possess a deep understanding of the California Insurance Market. With a focus on continual learning and market trend analysis, this position offers a unique opportunity to make a significant impact in a supportive and award-winning workplace. If you are passionate about the insurance industry and enjoy navigating complex negotiations, this role is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Flexible Vacation Time

401(k) with 50% match

Free Employee Assistance Program

Paid Holidays

Paid Sick Time

Disability Insurance

Life Insurance

Qualifications

• Experience in California Insurance Market is essential.
• Proficiency in Microsoft Office and Applied Epic is required.

Responsibilities

• Build relationships with insurance carrier representatives.
• Analyze insurance coverages and pricing models for clients.

Skills

Relationship Management

Detail-oriented Analysis

Negotiation Skills

Adaptability

Education

5 years California Insurance Market experience

Tools

Microsoft Office

Applied Epic

Carrier Portals

Job description

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
• Leaders of Influence – Insurance by Orange County Business Journal (2023)

About the Role:

Carrier Placement Specialists are responsible for the placement of Property & Casualty business to include both new and renewal business. The position requires knowledge of the capabilities and appetite of insurance carriers as well as familiarity with rating systems. The Specialist coordinates a high-volume workload within a deadline-driven environment.

How you will be Compensated:

• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Who you are:

• You have experience cultivating strong, positive relationships with both staff (sales and service) and insurance carrier personnel
• You excel at highly complex, detail-oriented analysis
• You thrive in an environment that requires continual flexibility and adaptation to change
• You enjoy navigating negotiation with carriers and strategic collaboration with Sales/Advisors

What you will do:

• Meet regularly with insurance carrier representatives to
  • Build collaborative relationships
  • Keep current on status with the agency and capabilities as well as risk appetite
• Continually expand technical knowledge, identify market trends, and stay informed of current industry standards
• Analyze insurance coverages and pricing models to fit client needs
• Complete rating, gather information from insurance carrier website, obtain quotes, and prepare proposals and presentation materials
• Maintain client files with excellent documentation and organization of data in agency system Applied Epic

Qualifications:

• 5 years California Insurance Market experience
• Proficient in Microsoft Office, multiple carrier portals, Applied Epic as well as ability to learn new applications
• An in-depth understanding of the Independent Insurance Agency system
• Reliable transportation with current auto insurance is necessary for occasional client meetings, continuing education, and/or professional development courses