Placement Specialist - Personal Lines
Carroll Insurance Agency, Houston, Texas, United States, 77246
Overview
Carroll Insurance Agency is seeking a detail-oriented and client-focused Personal Lines Placement Specialist to support new business quoting, remarketing, and marketing initiatives. This role is ideal for an insurance professional who enjoys working with carriers, presenting coverage solutions, and supporting agency growth through accurate and timely marketing support.
Key Responsibilities
Serve as a primary contact for new personal lines prospects and inbound referrals.
Gather underwriting information and prepare quotes for Auto, Home, Umbrella, Flood, and specialty lines.
Present new business and remarketed renewal proposals, explaining coverage options and recommendations.
Work closely with Account Managers, Producers, and carriers to secure appropriate placements.
Support marketing campaigns through prospect follow-up, quoting, and proposal support.
Maintain accurate documentation and follow established workflows.
Qualifications
Active Texas Property & Casualty Insurance Agent license.
2+ years of experience in the insurance industry, preferably Personal Lines.
Strong understanding of personal insurance coverages.
Excellent communication, organization, and attention to detail.
Experience with Applied EPIC and Microsoft Word/Excel preferred.
Willingness to pursue professional insurance designations.
Team-oriented, flexible, and client-focused approach.
This posting is not intended to be all-inclusive. Responsibilities may evolve as business needs change.
THIS NOT A REMOTE POSITION
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Key Responsibilities
Serve as a primary contact for new personal lines prospects and inbound referrals.
Gather underwriting information and prepare quotes for Auto, Home, Umbrella, Flood, and specialty lines.
Present new business and remarketed renewal proposals, explaining coverage options and recommendations.
Work closely with Account Managers, Producers, and carriers to secure appropriate placements.
Support marketing campaigns through prospect follow-up, quoting, and proposal support.
Maintain accurate documentation and follow established workflows.
Qualifications
Active Texas Property & Casualty Insurance Agent license.
2+ years of experience in the insurance industry, preferably Personal Lines.
Strong understanding of personal insurance coverages.
Excellent communication, organization, and attention to detail.
Experience with Applied EPIC and Microsoft Word/Excel preferred.
Willingness to pursue professional insurance designations.
Team-oriented, flexible, and client-focused approach.
This posting is not intended to be all-inclusive. Responsibilities may evolve as business needs change.
THIS NOT A REMOTE POSITION
#J-18808-Ljbffr