Risk Placement Coordinator - Commercial Lines
About The Position
The Risk Placement Coordinator supports the department’s operational and administrative work involved in the successful placement of commercial lines insurance policies. The role assists with marketing and placement, accurate documentation, and timely communication with internal teams and external partners. It also supports policy renewals, maintains insurance records in AMS and ImageRight, and helps ensure submissions and other work comply with applicable legal and regulatory requirements. The coordinator is expected to adopt innovative technology, including proprietary AI solutions, in the service process.
Requirements
- High school diploma or equivalent.
- Property and Casualty License from the state of domicile, which must be maintained.
- Minimum 3 years of entry-level customer service or account management experience.
- Strong proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
- Ability to learn and adapt quickly to new technologies and software.
- Customer-focused approach, high integrity, and excellent work ethic.
- Excellent written and verbal communication and interpersonal skills.
- Detail-oriented and highly organized, with the ability to manage multiple tasks and prioritize effectively.
Nice To Haves
- Familiarity with insurance industry practices and terminology.
- Experience with AMS and ImageRight systems.
Responsibilities
- Prepare and manage applications, summary forms, and broker of record (BOR) letters for carrier submission.
- Obtain necessary information from Sales and Service teams and follow up with carriers to confirm receipt and address additional requirements.
- Partner with team members to prepare complete market submissions and support marketing and placement activities.
- Gather required documents, such as loss runs, supplemental applications, and financial statements; compile quotes and assist with proposal preparation for clients.
- Provide carrier information, including appetite guides and contact details, to internal teams as needed.
- Respond to internal and external inquiries as necessary.
- Maintain accurate and complete documentation of policies, endorsements, and client information, recording documentation and updates in AMS and ImageRight.
- Handle administrative tasks related to policy renewals, including updating marketing spreadsheets.
- Stay informed about basic industry trends and carrier updates to support accurate submissions.
- Adhere to applicable legal and regulatory requirements in the insurance industry.
- Adopt innovative technology, including proprietary AI solutions, into the service process.
- Perform other projects, duties, and tasks as assigned.
Benefits
- Competitive pay.
- Family health and wellness programs.
- 401(k).
- Employee assistance programs.
- Paid time off.
- Paid holidays.
- Career advancement and development opportunities.
- Potential eligibility to participate in a discretionary annual incentive program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
