Placement Specialist

Panorama Insurance Associates•Roseville, CA

7d•Hybrid

About The Position

The Placement Specialist will proactively input data provided on insurance applications into carrier websites to obtain quotes. They will be the intermediary of all communication between the carriers and agents pertaining to submission until the account is closed or bound.

Requirements

High school diploma (or equivalent) required
Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)
Applicable state required Property & Casualty License within one year of hire.

Responsibilities

Utilize strong interpersonal & communication skills to maintain and enhance relationships with existing clients, agents, company representatives, and co-workers
Obtain Acord application, conduct research, analyze facts, prepare necessary documents, and ensure accurate submission of applications to carriers
Promptly send quotes to Agent/Marketing Associate for review
Track, save and reply to emails from Agents/Marketing Associates and Underwriters
Bind coverage upon approval of insured
Accurately save documents and update company system
Represent the company with a positive, ethical, timely and professional attitude over the phone, in writing, and in person at all times
Multi-task in an ever-changing environment, while balancing collaboration with autonomy
Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice

Benefits

Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
Dental: PPO plans with an option for no employee premium cost
Vision: PPO plan with no employee cost
FSA Account: Available for Medical and Dependent Care
HSA Account: Panorama contributes $1000 annually to qualified accounts
Commuter Benefits: Up to $600 per month contribution
Long-Term & Short-Term Disability: At no cost to the employee
Life and AD&D: At no cost to the employee and Voluntary Life is also available
Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan
Identity Theft: Provided at no cost for employee coverage
EAP: At no cost to anyone in the household
401k: With a match of 100% up to 5% of your earnings
PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
Paid Holidays: 12 paid holidays annually
Flexible Work Options: Remote, hybrid and in-office possibilities
Professional Development, licensing/accreditation, and growth plans