Insurance Placement Coordinator
FNIC Trusted insurance advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $75,000 per year
Job Level
Mid-LevelSenior
About the role
- Review new and renewal business applications with producers for accurate completion of coverage areas, market identification and submission requirements
- Organize and submit applications in a professional manner to carrier partners
- Be proficient on underwriting and rating platforms as required for department needs
- Negotiate pricing, policy conditions and terms with insurance companies
- Analyze carrier options prior to proposing coverage for pricing and coverage accuracy
- Prepare proposals, bind accounts, update and complete all areas of agency management system and documentation per agency guidelines for moving the account to the Account Manager
- Present professional and accurate insurance submissions to the insurance carriers and negotiate to secure coverages as requested that best meet the client’s needs
- Set priorities and manage workflow to ensure efficient, timely, and accurate processing of information
- Maintain and file all documentation in the agency management system per the agency guidelines for timeframes, placement and description
- Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
- Keep abreast of industry and market trends as well as carrier appetites, as well as serve as a resource to other staff members in these areas
- Develop productive and professional carrier relationships with carrier partners, which may include both internal and external meetings as well as other networking or social events
- Understanding of Excess & Surplus lines markets and other broker/specialty markets
- Follow agency and department procedures as outlined
- Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
Requirements
- Excellent verbal and written communication skills
- Strong organizational and analytical skills
- Strong sales and positive negotiation skills
- Proficiency in Microsoft Office products (Word, Excel)
- Proficiency in office equipment such as computer, calculator, copier, phone and fax machine
- Strong respect for confidentiality
- Regular and consistent attendance
- Ability to work independently and as a member of a team
- Ability to establish and maintain positive and effective working relationships with employees at all levels within the organization, as well as clients, prospects, and vendors
- Valid Driver’s License
- Resident Property and Casualty Agent’s license
- AAI or other similar designation
- CIC or CPCU designation or willingness to pursue
- High school diploma or equivalent
- Three (3) to five (5) years of commercial Property/Casualty insurance experience
Benefits
- Time back in your day
- Flexible schedule including work-from-home options
- Paid time off
- Fun working environment
- Tuition reimbursement
- Growth & development
- Health, dental, vision insurance
- HSA with employer contributions
- 401k
- Employer-paid short-term & long-term disability
- Life insurance
- In-office gym and workout classes (available to remote employees too!)
- Mental health resources - EAP
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
underwritingrating platformsnegotiationproposal preparationagency management systeminsurance submissionsExcess & Surplus linescommercial Property/Casualty insurance
Soft skills
verbal communicationwritten communicationorganizational skillsanalytical skillssales skillsnegotiation skillsconfidentialityindependenceteamworkrelationship building
Certifications
Resident Property and Casualty Agent’s licenseAAICICCPCU