Burlingame, CA, USA
17 days ago
Placement Specialist - Commercial Insurance New Business Specialist

Our Commercial Lines Placement Specialist will be a key contributor to support all marketing as required and ensures limited liability in Errors and Omissions by processing and binding all renewal accounts to maintain and retain business.  Assist Agent, Account Executive and Account Manager level staff by marketing renewals and cross-selling products to existing clients. 

Your Impact:

The Commercial Lines Placement Specialist is responsible for the day-to-day marketing of commercial insurance accounts                                                        The individual will be responsible for overseeing all aspects of the marketing process for an account from the initial submission to the binding of renewal coverage                                                                                                                       Typical job duties include, but are not limited to, determining the appropriate markets to be approached for accounts, obtaining and analyzing quotes and declinations from various insurance companies, and preparing high quality and accurate proposals for presentationTo facilitate the successful placement of client insurance programs, this individual will also be responsible for developing and maintaining close working relationships with insurance company underwriters, wholesale brokers, as well the producer and account managers for the team.                                                                                                                   Be a champion and a positive representative of our marketing team internally and externally 

Successful Candidates Will Have:

Minimum of 5+ years of successful, documented business development experience; broad industry knowledge including program business with continued education and development, industry specific designations preferred- CISR, ARM or similarThorough knowledge of commercial insurance coverage, standard industry forms, and various insurance programs.  Highly motivated, aggressive, and results oriented individualSolid understanding of Microsoft Office Suite with emphasis on Excel, PowerPointStrong written and superb verbal communication skillsExcellent interpersonal skills and relationship building abilitiesSuperior negotiation skills, bringing prospects to closure while maximizing client retention through superior customer serviceFlexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities including the ability to work in a fast-paced environment managing multiple competing priorities & demandsCooperative team player with a positive attitude willing to take direction

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $65,000.00 - $85,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

​Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

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