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Commercial & Personal Lines Account Placement Specialist

Commercial & Personal Lines Account Placement Specialist

KAIALincoln, NE, US
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Commercial / Personal Lines Account Placement Specialist

Under the direction of the AccessPlus Manager, the Commercial / Personal Lines Account Placement Specialist is responsible for the placement of new consumer accounts on behalf of our member agents. The Commercial / Personal Lines Account Placement Specialist works closely with our member agents and insurance carriers to streamline the delivery of information on new insurance policies. This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.

Please Note : This position can be remote or in-person, based out of our Lincoln, NE office. Interested applicants should be based in NE, KS, MO, IA, ND, SD, or MN.

Essential Duties and Responsibilities

  • Review new commercial / personal lines insurance applications as distributed by processor for completeness
  • Identify and proactively contact responsible agent to obtain any missing information and / or receive clarification on any information needed to quote the account
  • Generate quotes online with appropriate companies; or submit to appropriate carriers depending on the carrier's processes
  • Forward quotes as received to member agency for review
  • In the event standard markets are not available, seek and provide complete information to member agency for alternative coverage options
  • Review binding applications for appropriate information and forms
  • Issue policies through insurance carrier's website upon receipt of all required documents from the agent and verification that all items are complete
  • Actively engage and mentor new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that are able to provide said insurance products
  • Meet and / or exceed all assigned submission and premium goals on an annual basis
  • Meet and exceed all required time standards on a weekly, monthly and yearly basis
  • Successfully engage in multiple initiatives simultaneously
  • Able to work collaboratively with others (internally and externally) to achieve common objects, goals and results
  • Other duties as directed by management

Please Note : Prior Underwriting / Customer Service Representative (CSR) experience required.

We offer competitive compensation, health / dental insurance, life insurance, long and short-term disability, a 401k matching program, paid holidays and vacation, and other employee programs such as discounted Lifelock Family Protection.

About Midwest Insurance Agency Alliance, Inc. Founded in 2001, Midwest Insurance Agency Alliance, Inc. (MIAA) is comprised of more than 200 independent agency members spanning across the states of Nebraska, Kansas, Missouri, Iowa, North Dakota, South Dakota and Minnesota. MIAA is a wholly owned subsidiary of SIAA (Strategic Insurance Agency Alliance) and one of its 48 regional master agencies. To learn more about MIAA, visit miaainsurance.com.

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Placement Specialist • Lincoln, NE, US

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