Property Placement Specialist -P&C

EPIC Insurance Brokers & Consultants; Carmel (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance industry is seeking a Property Placement Specialist to enhance their team in Carmel, Indiana. This role requires strong commercial insurance expertise, advanced designations, and collaboration with clients and carriers. The ideal candidate will drive service delivery while maintaining relationships and achieving successful outcomes. EPIC offers a supportive culture with professional development and recognizable values, making it an exciting opportunity for growth.

Benefits

Generous Paid Time Off

Employee referral bonus program

Tuition Reimbursement Program

Unique benefits like Pet Insurance

401(k) matching

Qualifications

• Advanced insurance designation required or willing to obtain AAI or CIC.
• Strong commercial insurance background required.
• Valid Indiana Property & Casualty insurance license or obtain within 90 days.

Responsibilities

• Collaborates with producers during information gathering and builds underwriting cases.
• Markets new and renewal business to insurance carriers and completes applications.
• Reviews and summarizes carrier quote responses to choose the best option for clients.

Skills

Communication

Analytical Skills

Collaboration

Education

Bachelor’s Degree

Advanced insurance designation

Tools

Microsoft Office

Agency Management Systems

Job description

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Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Carmel, Indiana, Evansville IN, Franklin IN, Goshen IN, Fort Wayne IN

What You’ll Do

Service Delivery

• Collaborates with producers during the information gathering process. Coaches them on required information and helps build solid underwriting cases.
• Markets new and renewal business to insurance carriers.
• Using producer provided information, completes questionnaires, Accord applications, supplemental applications, narratives, loss runs – all necessary information required to obtain pricing, terms, and conditions.
• Reviews and summarizes carrier quote responses and works with producer to choose the best option for the client.
• Requests issuance of coverage from carrier incorporating changes obtained at time of proposal.
• Stays educated on current on carrier business appetites and opportunities.
• Cultivates and builds strong carrier and wholesaler relationships.
• Serves as a resource to the client services team on remarketing of existing business.
• Drives and follows all established agency procedures, workflows and timelines.
• Other duties and projects as assigned and 10% to 15% travel
  
  

What You’ll Bring

• Advanced insurance designation required or willing to obtain AAI or CIC
• Bachelor’s Degree or equivalent work experience
• Strong commercial insurance background required
• Previous insurance experience with a minimum of ten years
• Valid Indiana Property & Casualty insurance license or obtain within 90 days of hire
• Excellent written and verbal communication skills are critical
• High level ability to review and understand financial reports. Possess above average mathematical skills.
• Mastery of Microsoft Office products, especially Word, Excel, and PowerPoint
• Intimate knowledge and understanding of the Independent Agency marketplace
• Deep understanding of insurance coverage and the placement and risk transfer process
• Collaborative approach to achieving results – team focused
• Professional presence, outgoing, and sociable with the ability to develop, build, and enhance EPIC's carrier relationships
• Ability to perform at a consistently high level in a fast-paced, dynamic environment with potentially wildly fluctuating workloads and compressed timelines
• Competitive with a strong desire to win business
• Organized with the ability to quickly prioritize and change direction when necessary
• Task and detail oriented but strategic in approach
• Sense of urgency and deadline focused
• Previous Agency Management systems experience a plus, Vertafore/Sagitta preferred
• Previous Document Imaging systems experience a plus, Vertafore/ImageRight preferred
  
  

Compensation

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Why Epic

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
  

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Management

• Industries

  Insurance

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