Placement Specialist

Placement Specialist The placement specialist oversees the marketing of all new business opportunities to our carriers including submission of applications, quoting on-line, negotiation of terms and conditions, preparation of proposals and seamless transition to the account managers under $75,000 in total account premium. This position ensures that consistently high customer service goals are achieved to assist the agency in reaching profit and growth objectives. The placement specialist position requires a highly organized individual, able to work independently with minimal supervision. The placement specialist must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc. Job functions: Provide customer service to internal and external clients on questions and concerns related to coverage, billing, and general questions relating to commercial insurance carriers. Oversee the entire new business marketing process for accounts under $75,000 in total premium. Obtain data for new business submissions from consultant; ensure that all necessary information is compiled and direct submissions to carriers appropriate for the type of business or quote on insurance carrier's website. Negotiate terms and conditions and create detailed proposal for review with consultant. Assist Producer with proposal to customer upon request. Bind coverage for new customers, update applications in the system, prepare premium finance applications and coordinate effectively with the Account Manager to ensure transition from Marketing to Commercial Lines department is successful. Communicate regularly with underwriters and marketing representatives to discuss growth strategies and new opportunities. Communicate regularly with Agency management and staff in an informative, consultative and educational capacity. Create and maintain organized on-line file for each new customer, following all department policy with regard to maintenance of files. Develop and maintain relationships with carriers Research current service trends and techniques to maintain a competitive status for the agency within the industry. Communicate changes in the appetites of insurance carriers that may affect renewals or new business. Maintain a current, active license at all times. Complete Continuing Education classes as required to maintain license, or as requested by Management. Should hold or be working toward at least one of the following insurance designations: CRM, CRIS, CIC, CPCU, or ARM. Other duties as assigned Minimum qualifications and requirements: Able to read and write in English High School diploma or equivalent required. College degree (or equivalent job experience) in insurance, communications or other related field preferred. Must possess a valid Colorado Property and Casualty License; insurance designations such as CRM, CIC, CPCU, or ARM strongly desired. Minimum 5 years Commercial insurance experience required; Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (AMS 360 or similar). Able to work independently with minimal supervision Excellent written and verbal communication skills Outstanding consulting, sales and negotiating skills Strong customer service, team and mentoring capability required; must interact effectively with staff, clients, co-workers and management. Strong attention to detail Solid organizational skills and ability to work efficiently under strict time constraints Proven ability to analyze and solve problems Disclaimer: The information provided above is intended as general overview of the nature of the work, requirements, and necessary qualifications associated with this position. This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job.

Created: 2026-03-09