PLACEMENT SPECIALIST CL (82466)

TRICOR Insurance•Any, OH
•Remote

About The Position

TRICOR is growing and looking for an experienced Insurance Placement Specialist to join our Commercial Insurance team. This is an excellent opportunity for a licensed Commercial Lines professional who enjoys the strategy and challenge of insurance placement and is looking to expand their impact in a collaborative, results-driven organization. You'll partner directly with some of TRICOR's most successful Producers, marketing accounts, negotiating with carriers, and helping secure competitive insurance solutions that drive client and agency success. If you thrive in a fast-paced environment, excel at managing competing priorities, and enjoy solving complex placement challenges, we'd love to hear from you. Behind every successful Producer is a Placement Placement helping drive results, deliver solutions, and keep business moving forward.

Requirements

  • High School diploma or equivalent required
  • Previous insurance industry experience
  • Strong organizational and time management skills
  • Tech-savvy with proficiency in MS Office and ability to learn new systems
  • Excellent interpersonal, problem-solving, and communication skills
  • Insurance license (or willingness to obtain)

Nice To Haves

  • Prior insurance working with Commercial Insurance Carriers
  • Prior experience working with underwriting teams

Responsibilities

  • Coordinate with internal sales producers to receive client information and requirements
  • Work with insurance carriers and underwriters to obtain quotes and negotiate terms
  • Manage proposal preparation, documentation, and carrier follow-up processes
  • Maintain accurate records in insurance systems and ensure timely data entry and documentation
  • Support internal teams with questions, issue resolution, and promote TRICOR in the community

Benefits

  • Flexible scheduling with a strong work-life balance
  • Paid time off including a personal volunteering day
  • Health, Dental & Vision Insurance
  • HSA/HRA options
  • 401(k) Retirement Plan with access to a Certified Financial Planner
  • Opportunities for advancement
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