Associate Placement Specialist, Commercial Insurance - Potential for Hybrid Work

HUB International•Rockville, MD

5d•$28 - $33•Hybrid

About The Position

HUB International is seeking an Associate Placement Specialist to join its Commercial Lines team in the Ellicott City, Maryland office on a hybrid work schedule. The position supports producers through the new-business information-gathering process by coordinating follow-up and advancing account files toward submission readiness. This work helps accelerate booked revenue, shorten the sales cycle, and support HUB’s growth goals. The specialist organizes and tracks active opportunities, uses industry- and specialty-specific checklists, independently gathers available account information from third-party sources, and partners with producers to prepare account narratives and Broker of Record letters. Completed information is handed off to the Account Management service team for ACORD application creation and submission. With increasing proficiency, the specialist may rate and quote smaller-revenue accounts using carrier online platforms and participate in carrier meetings to support placement strategy. The role includes structured, hands-on training from Senior and Strategic Placement Specialists, with development toward promotion to Placement Specialist.

Requirements

High school diploma or equivalent.
Strong organizational skills and ability to track multiple producers and accounts simultaneously without losing detail.
Excellent written communication and interpersonal skills, and ability to work in a team environment.
Comfort proactively following up with producers and holding them accountable to checklists and deadlines in a professional, service-oriented manner.
Proficiency with Microsoft Office applications, including Word and Excel, and comfort learning EPIC and carrier portals.
Attention to detail and strong follow-through.

Nice To Haves

Associate's or Bachelor's degree.
Prior experience in insurance, financial services, or another detail-heavy service coordination role.
Familiarity with commercial insurance lines, ACORD applications, or the new-business submission process.
Active P&C license, or willingness to obtain one within 90 days.

Responsibilities

Act as the primary point of organization and follow-up for producers during the new-business information-gathering process.
Remove administrative friction from producers’ workflows to help them spend more time selling.
Track active new-business opportunities and proactively follow up to move files toward submission readiness.
Use industry- and specialty-specific checklists to identify required information and applications and close gaps before submission.
Gather account information from third-party sources, including public records, loss-run portals, and business or entity lookups.
Partner with producers to draft account narratives for new-business submissions.
Prepare new-business Broker of Record letters as needed.
Package and hand off completed account information to the Account Management service team for ACORD application creation and full submission, ensuring accuracy and completeness.
As proficiency develops, rate and quote smaller-revenue accounts using carrier online platforms.
Participate in carrier meetings as necessary to support placement strategy on assigned accounts.
Maintain submission tracking to give leadership visibility into producer pipeline status, team capacity, trends, and placement outcomes.
Participate in structured, hands-on training from Senior and Strategic Placement Specialists.
Conduct business in a manner that demonstrates understanding of the Company’s business and earnings implications.
Perform other responsibilities as assigned by the Manager.