Insurance Placement Associate | Submissions & Quoting

Lamb Insurance Services; Conshohocken (Montgomery County); On-site; USD 52,000 - 78,000; Full time

Job summary

Lamb Insurance Services, a leading commercial broker for nonprofits nationwide, seeks a Placement Associate to support new and renewal placements. You will review submissions for completeness, assist with quoting, and coordinate with carriers under guidance.

This role emphasizes accuracy, communication, and ownership of workflow in a fast-paced environment. Bachelor’s degree preferred; 2–4 years’ placement experience is a plus; license is a plus but not required.

Qualifications

• Bachelor’s Degree preferred.
• 2-4 years of commercial insurance placement experience preferred.
• Current P&C Producer License preferred but not required.
• Working knowledge of P&C insurance coverages preferred but not required.
• Strong attention to detail and ownership of work.
• Ability to manage multiple deadlines in fast-paced environment.
• Comfortable using Excel and other software applications.
• Clear communication and problem-solving skills.

Responsibilities

• Review submissions for completeness, accuracy, and carrier readiness.
• Identify missing or unclear information and coordinate with sales to resolve gaps.
• Assist in marketing accounts to carriers in alignment with placement strategy.
• Utilize carrier online rating platforms to support quoting.
• Support pricing reviews, coverage comparisons, and basic analysis.
• Track carrier responses and follow-ups.
• Submit accounts to carriers once approved and monitor progress.
• Maintain accurate status updates within Caffeine.
• Support bind order preparation and placement documentation.
• Maintain accurate records in agency management systems.
• Communicate professionally with sales, placement team members, carriers, & brokers.
• Escalate coverage or market concerns as appropriate.

Skills

Attention to detail

Communication

Multitasking

Excel

Education

Bachelor’s Degree

Tools

Agency management systems

Job description

Lamb Insurance Services, a leading commercial broker for nonprofits nationwide, seeks a Placement Associate to support new and renewal placements. You will review submissions for completeness, assist with quoting, and coordinate with carriers under guidance.

This role emphasizes accuracy, communication, and ownership of workflow in a fast-paced environment. Bachelor’s degree preferred; 2–4 years’ placement experience is a plus; license is a plus but not required.