Insurance Placement Specialist Transportation Non-Fleet

About This Role

Manage and execute new business and renewal processes for insurance accounts, including exposure analysis, negotiation of coverage, and proposal presentation. Collaborate closely with internal teams and carrier partners to deliver high-quality client service.

Responsibilities

• Maintain timeline and process during new business and renewal, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
• Communicate effectively within the team environment and with markets
• Review insurance policies and contracts and make recommendations for improvement
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts
• Analyze excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss sensitive programs
• Maintain familiarity and working relationships with various insurance companies and wholesalers
• Handle confidential and non-routine information
• Rate policies in carrier systems and assist in quoting and proposal development
• Abide by and maintain all licensing requirements, including continuing education
• Attend seminars, company meetings, carrier events, and educational activities to improve expertise and product knowledge
• Perform coverage gap analysis and deliver strategic coverage recommendations
• Work independently and within a team on special and nonrecurring and ongoing projects
• Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions

Requirements

• Strong organizational skills
• Ability to handle multiple tasks and prioritize work
• Demonstrated flexibility and adaptability to changing priorities and deadlines
• Strong attention to detail
• Able to work effectively in a team environment with strong customer service skills
• Experience with a broker/agent, including marketing large middle market accounts to carriers
• Excellent knowledge of the markets
• Strong knowledge of all basic applicable insurance coverages
• Proficient in creating proposal presentation documents
• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills
• Able to work with minimum supervision; able to accept directions given assignments
• Proficient with MS Office Products, including high knowledge of Excel and Word

Qualifications

• College degree preferred.
• 3-5 years relevant insurance experience, with an emphasis on middle-to-large market placements.

Nice to Have

• Experience with Epic

Skills

* Required skills

Benefits

Certifications