Commercial Lines Business Placement Specialist

The Commercial Lines Marketing Specialist will oversee the marketing of all new commercial lines business. This role works alongside the Commercial Lines producer to assist with the new business process including gathering insured information, preparing statement of values, preparing supplemental applications, and market research. This role also works closely with carrier partners and strengthening those relationships for the agency. This role has an opportunity to earn commission based on new business written.
Essential Job Functions

Lead all marketing efforts for middle and large accounts with revenue exceeding $5K. Manage the end-to-end marketing process for new business, ensuring alignment with company objectives.
Schedule and lead appointments with key carrier partners, maintaining and strengthening these crucial relationships. Respond promptly to inquiries from carrier partners and marketing representatives.
Work alongside the Business Insurance Specialists to gather all necessary information to accurately market accounts, including potentially going on site visits.
Prepare comprehensive insurance proposals for new and renewal business. For larger accounts, develop and present PowerPoint decks summarizing terms and conditions.
Ensure all necessary documents are complete and maintained in our Agency Management System
Requirements

3-5 years of experience in commercial lines insurance
Proven track record in managing complex accounts
Active NC Property and Casualty License

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