We are seeking a Lead Placement Specialist to join our growing Phoenix, AZ Team! The Lead Placement Specialist coordinates marketing efforts with competing insurance companies on an account-by-account basis in a support role for sales and customer service teammates. Responsible for reviewing, analyzing, and improving upon quotes received and evaluating and negotiating coverage and price for both renewal and prospective business. This individual oversees the training for the Marketing team and is the right hand to the Marketing Team Leader.
WHAT YOU’LL DO: Coordinate the procurement of alternative quotes and carrier options to retain existing insurance programs. Analyze market information to develop, design, and implement creative strategies for sales team members. Review and recognize areas for improvement in existing policies and competing quotes and evaluate options alongside the sales team member and service representative. Negotiate with insurance carriers’ competitive coverage and pricing options on behalf of our client. Provide sales and customer service teammates with any market information or insight. Monitor, identify, and develop new methods, new markets, and new opportunities. Review submissions from either the producer or account manager for completeness and accuracy. Review submission to determine appropriate insurance companies for account solicitation. Identify new markets through research and begin the process to contract with insurance companies or brokers if necessary, and given approval from management. Utilize and direct assistants in the process of online rating and proposal creation.
Additional Lead Responsibilities Train and handle the training of new employees in the unit, as well as Producers in Training who come through Marketing. Collaborates with leadership to determine training needs for individual team members and across the department. Work with the Team Leader on the Marketing training process and training guide. Takes on assigned carrier relationships. Support the growth and development of team members through informal mentoring to junior team members, presentations to the Marketing team during team meetings, and other avenues. Identify and execute one to two special projects per year with the Marketing Leader, with defined objectives and milestones. Other duties or special projects as assigned.
WHAT YOU’LL NEED: High school diploma Proficient with MS OfficeSuite Ability to maintain a high level of confidentiality. At least 5-7 years’ experience working with commercial lines insurance
CERTIFICATES, LICENSES, REGISTRATIONS: Must have and maintain current Property and Casualty Insurance License for required states. Property & Casualty Insurance Designation such as the CISR, CRIS, or AAI
WHAT WE OFFER: Excellent growth and advancement opportunities Best-in-class training Generous benefits package: Health Insurance, Dental Insurance, Vision Insurance, 401(k) or Roth 401(k), Short-Term Disability (STD), Long-Term Disability (LTD), Life Insurance, Employee Assistance Program (EAP), Insurance Designation Incentive Program, Tuition/Student Loan Reimbursement Program
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WHAT YOU’LL DO: Coordinate the procurement of alternative quotes and carrier options to retain existing insurance programs. Analyze market information to develop, design, and implement creative strategies for sales team members. Review and recognize areas for improvement in existing policies and competing quotes and evaluate options alongside the sales team member and service representative. Negotiate with insurance carriers’ competitive coverage and pricing options on behalf of our client. Provide sales and customer service teammates with any market information or insight. Monitor, identify, and develop new methods, new markets, and new opportunities. Review submissions from either the producer or account manager for completeness and accuracy. Review submission to determine appropriate insurance companies for account solicitation. Identify new markets through research and begin the process to contract with insurance companies or brokers if necessary, and given approval from management. Utilize and direct assistants in the process of online rating and proposal creation.
Additional Lead Responsibilities Train and handle the training of new employees in the unit, as well as Producers in Training who come through Marketing. Collaborates with leadership to determine training needs for individual team members and across the department. Work with the Team Leader on the Marketing training process and training guide. Takes on assigned carrier relationships. Support the growth and development of team members through informal mentoring to junior team members, presentations to the Marketing team during team meetings, and other avenues. Identify and execute one to two special projects per year with the Marketing Leader, with defined objectives and milestones. Other duties or special projects as assigned.
WHAT YOU’LL NEED: High school diploma Proficient with MS OfficeSuite Ability to maintain a high level of confidentiality. At least 5-7 years’ experience working with commercial lines insurance
CERTIFICATES, LICENSES, REGISTRATIONS: Must have and maintain current Property and Casualty Insurance License for required states. Property & Casualty Insurance Designation such as the CISR, CRIS, or AAI
WHAT WE OFFER: Excellent growth and advancement opportunities Best-in-class training Generous benefits package: Health Insurance, Dental Insurance, Vision Insurance, 401(k) or Roth 401(k), Short-Term Disability (STD), Long-Term Disability (LTD), Life Insurance, Employee Assistance Program (EAP), Insurance Designation Incentive Program, Tuition/Student Loan Reimbursement Program
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