About the Role
The Commercial Lines Placement Specialist is a critical role in this insurance brokerage’s Dallas area office. They see marketing as an extension of the broader consulting practice. You sit at the intersection of supporting internal sales & service teams as well as directly engaging with clients and markets. They want an entrepreneurial spirit and a solutions driven approach from an insurance professional experienced with mid-sized to large account pricing, plan design, and brokering.
Duties & Responsibilities
- Spearhead marketing efforts, helping producers develop and service new accounts as well as the design and implementation of renewal strategies. Possess knowledge of appropriate insurance coverage and structures as well as different processes at insurance company partners.
- Evaluate claims data, loss trends, pricing, and coverage enhancements to compose the best possible, most comprehensive and competitive insurance program for clients based on their unique risks.
- Set timelines on taking opportunities to market. Manage the quoting process. Keep all lines of communication open with the sales team on anticipated negotiations with underwriters as well as creative solutions for difficult, complex, and hard to place risks.
- Support producers and client service staff with understanding and navigating the placement process. Help them grow in their knowledge of market trends, rates, placement, and underwriting negotiations.
Skills & Experience
- 5-10 years of progressive commercial lines property and casualty experience in account management, marketing/placement, or sales and business development.
- Retail agency experience is strongly preferred.
- Ability to think creatively and outside of the box from traditional insurance carriers’ products and services in effort to help close new accounts and renew existing clients.
Compensation, Benefits, & Perks
$115-135,000 + bonus + hybrid work schedule + robust benefits package