Placement Specialist II

Summary

Join World Insurance Associates, a rapidly growing insurance broker, and collaborate with colleagues to facilitate business movement to partner carriers. You will run reports, review business books for consolidation, and manage projects independently. This role requires strong communication and negotiation skills, along with proficiency in Excel and agency management software. The ideal candidate possesses extensive experience in commercial lines and a proven ability to work effectively in a fast-paced environment. World Insurance Associates offers a dynamic work environment and opportunities for professional growth.

Requirements

• Property & Casualty, Commercial Lines licensed at least 5 years
• Strong knowledge in commercial lines servicing experience including remarketing and new business placement
• Expertise in Middle Market Accounts, Specialty P&C Market Segments including Surplus Lines within the Carolinas Division
• Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within spreadsheets. Must be proficient in Excel, Word, and other MS Office products
• Strong organizational skills, ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail
• Maintain effective relationships with co-workers, and trading partners
• Ability to work in a team environment
• Able to work independently and enjoy a high degree of interaction with team members
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

Responsibilities

• Collaborate with colleagues to facilitate the movement of business to partner carriers
• Run reports with specific parameters
• Review existing books of business for purpose of consolidation
• Regular discussion with partner carriers
• Responsible for independently managing assigned projects with partner carriers
• Distribute carrier quotes to servicers
• Regular follow ups/communication with servicers on bind status
• Negotiate coverage/premium on quotes with carriers
• Bind business including processing payments
• Tracking results of business movement
• Managing and meeting monthly production goals

Preferred Qualifications

Applied/Epic or similar agency management software experience