Placement Associate

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 is the leading commercial insurance broker dedicated to non‑profits and social services organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

The Placement Associate is responsible for supporting the execution of new and renewal business placements. This role focuses on reviewing submission materials for completeness and accuracy, assisting with quoting and analysis, coordinating carrier marketing, and supporting placement execution under the guidance of Placement Executives and Managers.

Responsibilities

Submission Review & Readiness

• Review submissions for completeness, accuracy, and carrier readiness.
• Identify missing or unclear information and coordinate with sales to resolve gaps.
• Ensure submissions meet internal quality standards and carrier requirements.

Marketing & Quoting Support

• 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.

Placement Execution & Workflow Coordination

• Submit accounts to carriers once approved and monitor progress.
• Maintain accurate status updates within Caffeine.
• Support bind order preparation and placement documentation.

Systems & Documentation

• Maintain accurate records in agency management systems.
• Communicate professionally with sales, placement team members, carriers, & brokers.
• Escalate coverage or market concerns as appropriate.
• Perform other similar tasks as assigned.

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.

Demonstrates our Core Values:
Work Ethic, Passion, Caring, Effectivity, Humility

Lamb is a proud Equal Opportunity Employer. Lamb is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Lamb will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority