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Underwriting and Placement Specialist
Underwriting and Placement SpecialistMarshall and Sterling Inc • Clifton Park, New York, US
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Underwriting and Placement Specialist

Underwriting and Placement Specialist

Marshall and Sterling Inc • Clifton Park, New York, US
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If the following job requirements and experience match your skills, please ensure you apply promptly.

Description :

Assist Marketing Manager with Administrative and Marketing Functions.

  • Submit daily marketing activity spreadsheet.
  • Pull Renewal lists for assigned AM's monthly.
  • Request updated rates and benefits from carriers quarterly.
  • Update and maintain accurate marketing spreadsheets by quarter.
  • Update and maintain carrier cheat sheets as needed.
  • Update and maintain renewal presentations.
  • Send renewal presentations on behalf of account managers.
  • Assist in additional quoting responsibilities as needed.
  • Participate in carrier meetings as directed.
  • Stay informed on carrier updates and communicate any changes needed to presentations / plans.
  • Communicate with Manager any issues to ensure excellent customer service.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Adhere to established employee manual policies and guidelines.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
  • Perform other duties and projects as assigned.

Requirements :

  • College degree preferred, high school diploma or equivalent required.
  • Agency or company background in Employee Benefits.
  • Experience and knowledge of Microsoft Office programs especially Excel and PowerPoint.
  • Experience with Vertafore a plus.
  • Appropriate state insurance licenses and continuing education preferred.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

    Salary is $50,000.00.

    The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location

    PI1a86b19dd330-29952-36047615

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    Placement Specialist • Clifton Park, New York, US

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