Personal Lines Placement Specialist (Insurance)

Jobot; Santa Monica (CA); Remote; USD 110,000 - 120,000; Full time

Job summary

Jobot, a leading company in the Insurance industry, is seeking a Personal Lines Placement Specialist to join their team. This fully remote position requires a minimum of 5 years of experience and offers a competitive salary range of $110,000 to $120,000 per year. The ideal candidate will provide exceptional customer service to high net worth clients and support the sales process through effective communication and marketing strategies.

Benefits

Competitive Compensation and Benefits Package

Flexible hybrid, mostly remote position

Stable, long term stability

Substantial growth in their business Nationwide

Qualifications

• Minimum of 5 years of experience in Sales and/or Sales Support within Commercial Lines Insurance.
• Comprehensive understanding of Property and Casualty insurance.
• Proven track record of managing a portfolio of high net worth clients.

Responsibilities

• Proactively solicits new and renewal business from Sales Producers.
• Attend and lead monthly renewal meetings with Sales Producers and Account Managers.
• Works with Sales Producers to provide customers with adequate insurance to value on property.

Skills

Communication

Interpersonal skills

Organizational skills

Time management

Education

Property & Casualty License

CPCU

CISR

CIC designations

Job description

Personal Lines Placement Specialist (Insurance)

Personal Lines Placement Specialist (Insurance)

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This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$110,000.00/yr - $120,000.00/yr

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Job details

Fully Remote servicing California! Recognized as one of the top companies within the Insurance industry, we are seeking a Commercial Lines Placement Specialist!

This Jobot Job is hosted by Ba Tran

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $110,000 - $120,000 per year

A Bit About Us

Recognized as one of the top companies within the Insurance industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity!



Why join us?

• Competitive Compensation and Benefits Package
• Stable, long term, stability
• Join a well established team who is invested in your growth and success
• Substantial growth in their business Nationwide
• Rewarding work and responsibilities
• Flexible hybrid, mostly remote position
• Fully remote opportunity (Must reside in the West Coast)
• Commission eligible position
  
  

Job Details

We are seeking a highly motivated Commercial Lines Placement Specialist to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Commercial Lines of Insurance. The Commercial Lines Placement Specialist will be responsible for supporting the sales process, retain and grow the business by providing marketing support, assisting Sales Producers in renewing, negotiating the most competitive pricing and writing new business, submitting comprehensive data and information to markets and communicating with all carriers on accounts.

Responsibilities

• Proactively solicits new and renewal business from Sales Producers
• Create and further develop trust and frequent use of the marketing department
• Be a go to resource for carrier information including appetite guides, carrier brochures, who to contact and other important information.
• Attend, participate and lead monthly renewal meetings with Sales Producers and Account Managers
• Designate accounts that need to be marketed through the marketing department
• Reviews applications and obtains all information from Sales Producers or Account Managers
• Works with Sales Producers to provide customers with adequate insurance to value on property, satisfying proper co-insurance requirements, correctly classifying exposures, addressing loss history, recommending safety programs, making coverage recommendations…
• Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, and brochures
• Keeps Sales Producers informed of markets where information was submitted
• Creates and maintains marketing spreadsheet
• Create cover letters describing risk, losses & controls, target premium and quote due dates
• Work closely with Underwriters to ensure submissions were received and to inquire as to whether further information is required
• Compares quotes received with application and other quotes
• Reviews quotes with Sales Producer
• Prepares and completes proposals, and assists with the sales presentations
• Provides a copy of the proposal to the Account Manager with the correct premiums, commissions, order to bind coverage, instructions to issue binder, certificates and ID cards
  
  

Qualifications

• Minimum of 5 years of experience in Sales and/or Sales Support within Commercial Lines Insurance
• Comprehensive understanding of Property and Casualty insurance
• Must have an active Property & Casualty License, CPCU, CISR and/or CIC designations
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Excellent organizational and time management skills
• Proven track record of managing a portfolio of high net worth clients
• Demonstrated ability to provide a high level of customer focused, high integrity, and excellent service
• Knowledge of industry trends and regulations
• Ability to effectively maintain positive relationships with internal colleagues, carriers and vendors
  
  

If you are a experienced Commercial Lines Placement Specialist with a successful track record and a comprehensive understanding of Insurance Sales and/or Sales Support for Commercial Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity with us today!

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Advertising Services, Marketing Services, and Technology, Information and Internet

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