Risk Placement Coordinator - Commercial Lines

Relation Insurance Services Great Lakes, Inc.; Rosemont (IL); Sur place; USD 29 000 - 59 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Benefits program

Career advancement opportunities

Résumé du poste

Relation Insurance Inc. seeks a Risk Placement Coordinator to support policy placement, marketing, and documentation. You will coordinate submissions, gather underwriting data, and liaise with carriers and internal teams to ensure timely, accurate responses.

The role emphasizes attention to detail, familiarity with AMS/ImageRight, and proficiency in MS Office, with a focus on compliance and client service excellence.

Qualifications

• High school diploma or equivalent is required.
• A Property and Casualty license must be held and kept current.
• At least 3 years of entry-level customer service or account management experience preferred.
• Familiarity with insurance industry practices and terminology is preferred.
• Experience with AMS and ImageRight is advantageous; strong MS Office skills required.

Responsabilités

• Prepare and manage applications, BOR letters, and broker submissions.
• Coordinate with Sales and Service to gather required information and respond to carriers.
• Support marketing and placement activities and compile market submissions.
• Collect loss runs, supplemental apps, and financial statements for proposals.
• Maintain documentation in AMS and ImageRight and assist with policy renewals.

Connaissances

Customer service

Account management

Insurance industry knowledge

Formation

High school diploma or equivalent

Property & Casualty License

Outils

AMS

ImageRight

Microsoft Office

Description du poste

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Risk Placement Coordinator supports the department in all operational and administrative tasks that contribute to the successful placement of insurance policies. The individual in this role assists with marketing and placement activities, ensuring accurate documentation and timely communication with internal teams and external partners.

A GLIMPSE INTO YOUR DAY

Prepares and manages applications, summary forms, and broker of record (BOR) letters for carrier submission. Obtains necessary information from Sales and Service teams and follows up with carriers to confirm receipt and address any additional requirements. Supports marketing and placement activities by partnering with team members to prepare complete market submissions. Gathers required documents (such as loss runs, supplemental applications, and financial statements), compiles quotes, and assists in proposal preparation for clients. Provides carrier information to internal teams as needed (e.g., appetite guides, contact details). Responds to internal and external inquiries as necessary. Maintains accurate and complete documentation of policies, endorsements, and client information. Records this documentation and any updates in AMS and ImageRight to ensure compliance. Handles administrative tasks related to policy renewals, such as updating marketing spreadsheets. Stays informed on basic industry trends and carrier updates to support accurate submissions. Adheres to legal and regulatory requirements in the insurance industry, ensuring all activities comply with applicable laws and regulations. Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best‑in‑class client service experience. Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• 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.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$21.15 - $42.79

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk‑management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.