Placement Specialist

Pathpoint, Inc; United States; Remote; USD 79,000 - 106,000; Full time

Benefits offered by this job

401(k) with 2% employer match

PTO 20 days (25 after 2 years)

Remote-first working environment

Home office stipend $500

Internet stipend $75

Professional development opportunities

Job summary

Pathpoint, Inc. is seeking a Placement Specialist to evaluate submissions for insurance risk, pricing, and coverage options, while coordinating the placement process with agents. You will prepare quotes, secure binds, and manage a high-volume pipeline to meet service levels.

Strong knowledge of E&S, and experience with Salesforce, Ascend, Front, and carrier portals is required. The role offers a remote-first environment with an emphasis on collaboration, growth into underwriting and sales, and a

Qualifications

• Experience in the insurance industry and commercial E&S knowledge.
• Strong time management, organization, and attention to detail across a high volume of submissions.
• Excellent written and verbal communication with agents and responsiveness that meets SLAs.
• Proactive problem-solver who learns quickly and adapts to systems and processes.
• Accountable for production goals and motivated by a variable incentive tied to premium.
• Developmental role with internal career path into underwriting and sales.
• Experience with Salesforce, Ascend, Front, and carrier portals.

Responsibilities

• Review and assess submissions for completeness, risk appetite fit, pricing considerations, and coverage requirements.
• Prepare and deliver quotes by analyzing risk characteristics and communicating options and recommendations to agents.
• Secure binds and complete placement by managing opportunities and coordinating necessary documentation.
• Work accounts by prioritizing submissions, maintaining pipeline visibility, and meeting service level expectations.

Skills

Insurance industry knowledge

E&S knowledge

Time management

Communication

Problem solving

Salesforce

Ascend

Front

Carrier portals

Tools

Salesforce

Ascend

Front

Carrier portals

Job description

Placement Specialist

Who We Are

Pathpoint is the full-service E&S wholesaler that combines smart technology and expert E&S guidance to give brokers and agents unprecedented visibility and control. Traditional wholesalers offer market access without technology. Insurtech platforms offer technology without expert guidance. We do both: an in-house team of specialized E&S experts engaged at every step, paired with technology that automates the end-to-end process. Since we started trading in 2021, broad market access has helped thousands of brokers grow into bigger accounts and broader books, and we are just getting started (learn more).

What We're Looking For

• Experience in the insurance industry and commercial E&S knowledge.
• Strong time management, organization, and attention to detail across a high volume of submissions.
• Excellent written and verbal communication with agents, and responsiveness that holds up against service level expectations.
• Proactive problem-solver who learns quickly and adapts to new systems and evolving processes.
• Accountable for production goals and motivated by a variable incentive tied to premium.
• Developmental role that has a internal career path into underwriting and sales
• Experience with Salesforce, Ascend, Front, and carrier portals.

Job Responsibilities

• Review & assess risks: In this role you will evaluate submissions for completeness, risk appetite fit, pricing considerations, and coverage requirements.
• Prepare & deliver quotes: Develop accurate, competitive quotes by analyzing risk characteristics, applying underwriting guidelines, and effectively communicating coverage options, pricing, and recommendations to agents.
• Secure binds & complete placement: Manage opportunities, obtain bind commitments, coordinate required documentation, and ensure successful policy placement.
• Work accounts: Prioritize and advance submissions efficiently, maintain pipeline visibility, and meet service level expectations while balancing responsiveness, marketing to carriers, risk selection, presenting options, iterating with clients, landing accounts, and production goals.

What We Offer

• Insurance coverage fit for an insurance company – with some plans at no cost to you
• Competitive compensation, equity, and total rewards
• 401(k) with a 2% bi-weekly employer match
• 20-days of PTO (increased to 25-days after 2-years)
• Professional development opportunities
• Remote-first working environment with investments in in-person collaboration
• Annual $500 home office stipend
• Monthly $75 internet stipend
• Generous paid parental leave
• An insurance partner offering unique opportunities for professional growth

Compensation:

75% of total target compensation is base salary, and 25% is variable compensation based on individual and territory goals. The expected base salary for the position at the start of employment is $79,000. This position is eligible for variable compensation based on territory goals and performance, with expected on-target earnings of $106,000 if 100% of goals are achieved. Attainment beyond 100% of goals is rewarded with accelerated earnings.

Actual compensation is based on factors such as, but not limited to, applicable job experience, skills, and qualifications. Salary is just one component of Pathpoint's Total Rewards package, which includes equity grants and generous employee benefits fitting of an insurance company.

About Pathpoint

Pathpoint's Values:

Hard Problems Drive Us: We believe the insurance industry hasn’t kept up with changing times and fixing that is a hard problem worth solving.

We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.

We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.

We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.

We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.

Notes:

Don't meet every single requirement? At Pathpoint, we are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but don't meet every qualification in the job description, we encourage you to apply anyways and explain why you're the right fit.

We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.

Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.