Placement Associate

Brown & Brown Insurance•Portland, OR

8d•Onsite

About The Position

The Placement Associate’s primary responsibility is to assist the Marketing Analysts in the marketing of new or renewal accounts to obtain optimal coverage and pricing for our commercial insurance customers. To facilitate the successful placement of our customers’ insurance programs, Placement Associates will be responsible for completing quote and loss analysis reports, rating accounts via carrier quoting systems, and assisting in the preparation of proposals for presentation to customers.

Requirements

Bachelor’s Degree (BA/BS) or equivalent, or high school graduate with a minimum of one (1) year of related experience; other combination of work and/or education will be considered
Superior attention to detail
Excellent inter-personal and relationship building abilities
Fluent with Microsoft Windows, Office 365, Word, and Excel
AMS360 experience or skills to learn software program at an accelerated ability
Maintain a high level of confidentiality
Teammate

Responsibilities

Complete premium rate comparison, coverage comparison, and loss analysis reports
Submit online rating on a variety of carrier quoting systems
Update and maintain customer and policy information within our customer management system
Prepare compliance documents for customer signature
Identify coverage discrepancies/differences between carrier options
Print and assemble high quality and accurate proposals for presentations
Develop working relationships with underwriters and wholesale brokers
Maintain appropriate level of confidentially of information processed
Duties are done in a team environment
Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements if any
Other duties or special projects may be assigned