Placement Specialist - Commercial Lines Small/Mid
CAPE CORAL, FLAll locationsCAPE CORAL, FLNAPLES, FLCLEARWATER, FLJACKSONVILLE, FLFLORIDAMIAMI, FLSARASOTA, FLFORT MYERS, FLTAMPA, FL On-site
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About the role
We are seeking a Commercial Lines Placement Specialist to join our Commercial Lines team (Small Commercial) – Southeast US. Our Commercial Lines Placement Specialists are responsible for managing and executing key components of the new business and renewal processes for small commercial insurance accounts. This includes overseeing timelines, conducting exposure and financial analysis, preparing quote specifications, submitting applications to insurance carriers’ quoting portals, negotiating coverage terms, and presenting proposals . We are seeking a Commercial Lines Placement Specialist to join our Commercial Lines team (Small Commercial) – Southeast US. This includes overseeing timelines, conducting exposure and financial analysis, preparing quote specifications, submitting applications to insurance carriers’ quoting portals, negotiating coverage terms, and presenting proposals .
What you'll bring
- Demonstrated knowledge of insurance carrier markets and placement strategies
- Strong critical thinking, financial analysis, and negotiation skills with the ability to analyze complex market data and influence placement outcomes
- Knowledge of Southeast US commercial insurance marketplace – particular emphasis on Florida
- Proficiency with Microsoft Office Suite, including advanced knowledge of Excel and Word
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines
- Demonstrated flexibility and adaptability in a fast-paced, changing environment
- Exceptional attention to detail and commitment to document accuracy
- Ability to work effectively within a collaborative team environment while delivering outstanding customer service
- Strong knowledge of commercial insurance markets and basic applicable insurance coverages
- Ability to develop and deliver professional proposal presentation documents.
- Minimum of 3 years of insurance industry experience, with a focus on small/mid commercial account placements.
- Current Property & Casualty (P&C) insurance license required