Insurance Placement Specialist

North Risk Partners, LLC•Saint Cloud, MN

5d•$75,000 - $98,000

About The Position

This position is responsible for marketing to carriers and assisting Risk Advisors in quoting and writing new business. Insurance Placement Specialists work independently and effectively negotiate with our carrier partners to write new business using time management tactics to meet deadlines. This position is responsible for the marketing and placement of new commercial business.

Requirements

A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 5 years in the commercial insurance space
Previous insurance marketing and/or insurance customer service experience is required
Holds an active property & casualty license
Excellent oral and written communication skills
Ability to work in a fast-paced environment
Self-starter who takes initiative to identify problems and lead by example
Strong attention to detail, demonstrating the ability to prioritize tasks effectively
A role model for North Risk Partners’ core values, mission, and desired culture
Demonstrate enthusiasm and a positive attitude
Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
A team player who collaborates and works well with his/her coworkers
A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
Move around office/building/facilities repeatedly throughout the day
Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
Must possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
Able to work a flexible work schedule, including overtime and potential evenings/weekends for events and meetings as needed

Responsibilities

Write new business in a quick, timely, and accurate manner
Collaborate with Risk Advisors to determine markets and coverages needed
Receive marketing applications for commercial lines accounts
Validate and update information within received applications to ensure accurate carrier submissions
Analyze and review quotes and coverages from carriers for accuracy
Create and distribute marketing proposals to sales staff, and bind coverage as necessary
Proactively manage the marketing process and meet deadlines to ensure client and Risk Advisor satisfaction
Exercise independent judgment and discretion to meet client needs
Transition new business accounts to the Account Manager and update internal systems to reflect accounts as sold and input clear directions to the Account Manager for smooth transition
Enter activity and other relevant information into the company's software system(s) in accordance with company procedures
Provide support and knowledge to sales and service staff throughout the marketing process
Understand and promote value-added services available through North Risk Partners (i.e., professional consulting, webinars/seminars, communications, tools, etc.)
Develop and maintain strong, positive relationships with carriers and company contacts
Attend and actively participate in agency service training meetings
Analyze trends and advancements in the insurance industry, as well as changes to the regulatory climate for businesses and the industry overall
Follow all federal and state regulations and best practices for avoiding errors and omissions
Mentor new marketing team members by guiding them on marketing methods while operating in alignment with company's mission and values
Continue professional development by pursuing and maintaining professional designations