Insurance Placement Specialist

Insurance Placement Specialist

Requirements

• Bachelor’s Degree or equivalent work experience
• Strong commercial insurance background required
• Previous insurance experience with a minimum of ten years
• Valid Indiana Property & Casualty insurance license or obtain within 90 days of hire
• Excellent written and verbal communication skills are critical
• High level ability to review and understand financial reports
• Possess above average mathematical skills
• Mastery of Microsoft Office products, especially Word, Excel, and PowerPoint
• Intimate knowledge and understanding of the Independent Agency marketplace
• Deep understanding of insurance coverage and the placement and risk transfer process
• Collaborative approach to achieving results – team focused
• Professional presence, outgoing, and sociable with the ability to develop, build, and enhance ONI’s carrier relationships
• Ability to perform at a consistently high level in a fast-paced, dynamic environment with potentially wildly fluctuating workloads and compressed timelines
• Competitive with a strong desire to win business
• Organized with the ability to quickly prioritize and change direction when necessary
• Task and detail oriented but strategic in approach
• Sense of urgency and deadline focused

Responsibilities

• Foster an environment of personal and professional development of the Insurance Placement Team in alignment with the skillset necessary to deliver consistently on the team’s mission
• Collaborates with producers on the information gathering process
• Coaches them on required information and helps build underwriting cases
• Markets new and renewal business to insurance carriers
• Using producer provided information, completes questionnaires, applications, supplemental applications, narratives, loss runs – all necessary information required to obtain pricing, terms, and conditions
• Reviews and summarizes carrier quote responses and works with producer to choose the best option for the client
• Requests issuance of coverage from carrier incorporating changes obtained at time of proposal
• Stays educated on current on carrier business appetites and opportunities
• Cultivates and builds strong carrier and wholesaler relationships
• Serves as a resource to the client services team on remarketing of existing business
• Drives and follows all established agency procedures, workflows and timelines
• Other duties and projects as assigned

Preferred Qualifications

• Previous Agency Management systems experience a plus, Vertafore/Sagitta preferred
• Previous Document Imaging systems experience a plus, Vertafore/ImageRight preferred