Commercial Insurance Marketing Placement Specialist
About The Position
Brown & Brown is seeking a Commercial Insurance Marketing Placement Specialist to join its team in Syracuse or Rochester, New York. The role works closely with the Commercial Lines Department to market accounts in support of agency sales goals, service standards, and new-business production. The specialist supports sales staff with prospecting and account development, markets assigned accounts, obtains and evaluates quotations, and recommends appropriate insurance markets. The role also prepares submissions, quotations, and policy orders; follows up on outstanding quote requests; checks policies when requested; and uses agency automation while following established Commercial Lines procedures. The position includes pursuing personal and professional development.
Requirements
- Property & Casualty Agent’s or Broker’s License.
- High school diploma.
- Strong technical knowledge of coverages across all Commercial Lines insurance.
Nice To Haves
- College degree in a business-related field.
- Three or more years of general agency or company experience.
Responsibilities
- Assist with prospecting new accounts by supporting sales staff, soliciting rounding opportunities, developing risk potential, and analyzing customers’ insurance needs.
- Market assigned accounts, obtain and evaluate quotations, and determine and recommend markets.
- Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policies.
- Know carrier-approved rates and explain policy ratings.
- Learn and become proficient with carriers’ online rating systems.
- Prepare complete and accurate submissions.
- Prepare or modify quotations when required.
- Maintain a task file to follow up on outstanding quotation requests.
- Prepare policy orders for the selected carrier, including binding and invoicing as appropriate.
- Check carrier-issued policies for accuracy when requested and inform the carrier and client of needed corrections.
- Use agency automation with a high level of knowledge and proficiency.
- Follow procedures in the Commercial Lines Procedure Manual.
- Pursue personal and professional development.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Employee stock purchase plan (ESPP)
- 401(k)
- Student loan assistance
- Tuition reimbursement
- Free mental health and enhanced advocacy services
- Paid time off
- Paid holidays
- Preferred partner discounts
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
