Commercial Lines Marketing Representative (Large Commercial-Must live in CA & come from an insurance broker)

A bit about us :

We are one of the fastest growing brokers globally.

Why join us?

We have been in business for over 20 years and are growing like crazy!

Job Details

As member of the Commercial Lines Placement Team, the Commercial Placement Specialist (Large Commercial), will market property and casualty insurance programs on both prospective and renewal accounts.

This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects.

Responsibilities :

• Input and update prospective client and policy information in agency management system
• Responsible for maintaining timeline and process during the new business process and remarketing renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
• Communicate effectively within the team environment, inclusive of the producer and Segment Leader
• Review insurance policies and contracts and make recommendations for improvement
• Work with others to prepare property and casualty insurance submissions including, but not limited to : Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc
• Rate risks on insurance carrier’s websites and within Auris Rater
• Create, Submit, and Process Broker of Record Letters
• Analyze excel spreadsheets of prospect client exposure and / or loss data, as well as develop financial models of loss sensitive programs, when necessary
• Answer prospect and carrier phone calls
• Attend prospects meetings with producer, as needed
• Maintain familiarity and working relationship with various insurance companies and wholesalers
• Responsible for updating pipeline report for prospective accounts being marketed
• Handle confidential and non-routine information
• Abide by and maintain all licensing requirement, including continuing education
• Facilitate the placement of accounts with Strategic Carrier Partners
• Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
• Work independently and within a team on special and nonrecurring and ongoing projects

Requirements :

• High sense of ownership within ambiguous environment
• Strong technical skills with knowledge of coverage terms and conditions and market familiarity
• Able to travel on an as needed basis
• Able to work with minimum supervision
• Excellent communication and interpersonal skills
• Knowledge of MS Office Products, (Word, Excel, Outlook, PowerPoint, SharePoint, Teams)
• Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role
• Strong organizational skills and ability to handle multiple tasks and prioritize work
• Demonstrated flexibility and adaptability to changing priorities and deadlines
• Strong attention to detail to ensure document accuracy
• Able to work effectively in a team environment with strong customer service skills

Education / Experience :

Minimum 5 years relevant Commercial Lines experience required, with preferred experience in middle market / large business segment

Experience with a broker / agent, including marketing accounts to carriers; excellent knowledge of California markets

Bachelor’s Degree, or equivalent experience required

Licensed in property & casualty insurance

Previous Applied Epic experience

CIC, ARM, AAI or CPCU preferred

Benefits & Perks :

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Parental Leave

Generous time away