Insurance Placement Specialist

North Risk Partners, LLC•West Des Moines, IA

2h•$85,000 - $110,000

About The Position

The Insurance Placement Specialist markets and places new commercial insurance business with carrier partners and assists Risk Advisors in quoting and writing new business. The role independently negotiates with carriers, manages deadlines, and supports the marketing process to meet client and Risk Advisor needs. It also helps ensure a smooth transition of sold accounts to Account Managers and contributes to staff knowledge, carrier relationships, and professional development. The role operates primarily indoors under normal office conditions and includes work-related travel to company locations and client meetings. It involves extended periods at a computer and may require a flexible schedule, including overtime and occasional evenings or weekends for events and meetings.

Requirements

A combination of education and experience generally attained through a high school degree, a bachelor’s degree, and a minimum of 8 years in the commercial insurance space.
Previous insurance marketing and/or insurance customer service experience.
Active property and 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 and ability to prioritize tasks effectively.
Ability to work a flexible schedule, including overtime and potential evenings or weekends as needed.
Valid driver’s license and ability to travel to company locations and client meetings.
Ability to perform the stated physical requirements, including lifting or carrying objects up to 25 pounds, frequent movement and reaching, and extended periods sitting at a computer.

Responsibilities

Write new business quickly, accurately, and on time.
Collaborate with Risk Advisors to identify appropriate markets and coverages.
Receive commercial-lines marketing applications and validate or update information for accurate carrier submissions.
Review and analyze carrier quotes and coverages for accuracy.
Prepare and distribute marketing proposals to sales staff and bind coverage as necessary.
Manage the marketing process proactively and meet deadlines.
Use independent judgment and discretion to meet client needs.
Transition new business accounts to Account Managers, update internal systems, and provide clear transition instructions.
Record activity and relevant information in company software in accordance with procedures.
Support sales and service staff throughout the marketing process.
Understand and promote the company’s value-added services.
Build and maintain positive relationships with carriers and company contacts.
Attend and participate in agency service training meetings.
Analyze insurance-industry trends, advancements, and regulatory changes.
Follow federal and state regulations and best practices for avoiding errors and omissions.
Mentor new marketing team members in marketing methods consistent with company mission and values.
Pursue and maintain professional designations through ongoing professional development.