Commercial Lines Risk Placement Specialist

Insurance Relief•San Francisco, CA

6h•$80,000 - $150,000•Remote

About The Position

The Commercial Lines Risk Placement Specialist works for an AI-powered insurance brokerage, focusing on building relationships and closing sales. The specialist speaks directly with potential clients to diagnose coverage needs, presents competitive quotes, and closes sales, with AI handling much of the work behind the scenes. The role drives end-to-end policy placement by completing comprehensive risk profiles and executing specialized insurance strategies. It also involves evaluating coverage options, assessing coverage gaps, and designing tailored insurance programs. The specialist uses industry relationships to negotiate competitive pricing and terms with specialty carriers and maintains collaborative relationships with carrier underwriters to advocate for clients. The position is listed as full-time in San Francisco, California, with a flexible, fully remote work schedule.

Requirements

At least 5 years of commercial lines insurance experience.
At least 5 years of experience in commercial lines insurance placement or insurance sales.
Active Property & Casualty license.
Comprehensive understanding of insurance terminology, commercial insurance principles, and effective risk management strategies.

Responsibilities

Speak directly with potential clients to diagnose coverage needs, present competitive quotes, and close sales.
Drive end-to-end policy placement by completing comprehensive risk profiles and executing specialized insurance strategies.
Evaluate coverage options, assess coverage gaps, and design tailored insurance programs for clients.
Leverage established industry relationships to negotiate and secure competitive pricing and terms with specialty carriers.
Cultivate and maintain collaborative relationships with key insurance carrier underwriters to advocate for clients.