Risk Placement Coordinator – Commercial Lines

Jobtailor; Illinois; On-site; USD 48,000 - 75,000; Full time

Job summary

Jobtailor is seeking an organized Insurance Administrator to manage carrier submissions, market proposals, and documentation for client policies. You will collaborate with Sales, Service, and marketing teams to assemble complete submissions and ensure compliance.

Responsibilities include gathering loss runs and financials, preparing quotes, and maintaining accurate records in AMS and ImageRight. Strong communication and license in property & casualty are essential for success.

Qualifications

• High school diploma or equivalent required.
• Property & Casualty License required and must be maintained.
• Experience with AMS and ImageRight systems preferred.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) desired.
• Strong written and verbal communication and interpersonal skills.

Responsibilities

• Prepare and manage applications, summary forms, and broker of record letters for carrier submission.
• Obtain information from Sales and Service teams and follow up with carriers to confirm receipt and address requirements.
• Support marketing and placement by preparing market submissions with team members.
• Gather loss runs, supplemental applications, financial statements, and other required documents.
• Compile quotes and assist in proposal preparation for clients.
• Provide carrier information to internal teams and share appetite guides and contacts.
• Respond to internal and external inquiries and maintain documentation for policies and endorsements.
• Record updates in AMS and ImageRight for compliance; stay current with regulatory requirements.

Skills

Customer service

Account management

Communication skills

Detail-oriented

Highly organized

Adaptability

Technology learning

Education

High school diploma

Property And Casualty License

Tools

AMS

ImageRight

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

• Prepare and manage applications, summary forms, and broker of record letters for carrier submission
• Obtain necessary information from Sales and Service teams and follow up with carriers to confirm receipt and address additional requirements
• Support marketing and placement activities by preparing complete market submissions with team members
• Gather loss runs, supplemental applications, financial statements, and other required documents
• Compile quotes and assist in proposal preparation for clients
• Provide carrier information to internal teams, including appetite guides and contact details
• Respond to internal and external inquiries
• Maintain accurate documentation of policies, endorsements, and client information
• Record documentation and updates in AMS and ImageRight for compliance
• Handle administrative tasks related to policy renewals, including updating marketing spreadsheets
• Stay informed on basic industry trends and carrier updates
• Adhere to legal and regulatory requirements in insurance activities
• Adopt innovative technology, including proprietary AI solutions, into the service process
• Perform other assigned projects, duties, and tasks

Requirements

• High school diploma or equivalent
• A Property and Casualty License from state of domicile is required and must be maintained
• Minimum 3 years of entry-level customer service or account management experience
• Familiarity with insurance industry practices and terminology preferred
• Experience with AMS and ImageRight systems preferred
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Ability to learn and adapt quickly to new technologies and software
• Customer-focused, high integrity, excellent work ethic
• Excellent written/verbal communication and interpersonal skills
• Detail-oriented and highly organized, with the ability to manage multiple tasks and prioritize effectively

Core Competencies

Demonstrates expertise in managing insurance applications, compliance documentation, and client communications while leveraging technology to enhance service processes. Proficient in maintaining accurate records and adhering to regulatory requirements within the insurance industry.

Highest-signal resume keywords

• Property And Casualty License
• AMS System Experience
• ImageRight System Experience
• Microsoft Office Suite Proficiency
• Customer Service Experience

Hard Skills

• Insurance Application Management
• Proposal Preparation
• Market Submission Preparation
• Documentation Management
• Regulatory Compliance

Soft Skills

• Excellent Communication Skills
• Detail-Oriented
• Highly Organized
• Customer-Focused
• Adaptability

Certifications & Qualifications

• Property And Casualty License

Industry Keywords

• Insurance Industry Practices
• Carrier Submission
• Market Trends
• Client Information Management
• Administrative Tasks

Tools & Technologies

• AMS
• ImageRight
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint