Insurance Placement Specialist

North Risk Partners, LLC•Rochester, MN

2h•$85,000 - $110,000

About The Position

The Insurance Placement Specialist markets and places new commercial insurance business, supporting Risk Advisors in quoting and writing policies. The role works independently with carrier partners to negotiate coverage and meet marketing deadlines. It collaborates with Risk Advisors to identify markets and coverage needs, validates application information, reviews carrier quotes, prepares proposals, and binds coverage as needed. The specialist manages the marketing process through handoff to the Account Manager and maintains accurate information in company systems. The role also supports sales and service staff, builds carrier relationships, keeps informed about insurance industry and regulatory developments, mentors new marketing team members, and pursues ongoing professional development. The work is primarily indoors, with travel to company locations and client meetings and occasional exposure to outdoor weather during work-related travel and events.

Requirements

A high school degree, bachelor’s degree, and a minimum of 8 years in the commercial insurance space, or a combination of education and experience generally attained through these qualifications.
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 for events and meetings as needed.
Valid driver’s license and ability to travel to company locations and client meetings.
Ability to perform the stated physical duties, including lifting or carrying objects up to 25 pounds, frequent movement and reaching, extended periods sitting at a computer, and use of manual dexterity and visual acuity.

Responsibilities

Write new business promptly and accurately.
Collaborate with Risk Advisors to determine appropriate markets and coverage needs.
Receive commercial lines marketing applications and validate and update information for accurate carrier submissions.
Analyze carrier quotes and coverages for accuracy.
Create and distribute marketing proposals to sales staff and bind coverage as necessary.
Manage the marketing process proactively and meet deadlines to support client and Risk Advisor satisfaction.
Exercise independent judgment and discretion to meet client needs.
Transition new business accounts to the Account Manager, update internal systems, and provide clear handoff directions.
Enter activities and relevant information into company software according to procedures.
Support sales and service staff throughout the marketing process.
Understand and promote North Risk Partners’ value-added services.
Develop and maintain positive relationships with carriers and company contacts.
Attend and participate in agency service training meetings.
Monitor 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 the company’s mission and values.
Pursue and maintain professional designations through ongoing professional development.