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Placement Associate
Lamb Insurance ServicesPlacement Associate supporting commercial insurance placements for non-profits and social services organizations. Reviewing submissions, coordinating carrier marketing, assisting with quoting, and supporting placement execution.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial insurance placement, ensuring submissions meet quality standards and carrier requirements while effectively communicating with sales and carriers. Proficient in managing multiple deadlines and utilizing software applications for tracking and analysis.
Highest-signal resume keywords
Commercial Insurance Placement ExperienceP&C Insurance KnowledgeP&C Producer LicenseAttention to DetailExcel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Clear CommunicationProblem-SolvingOwnership of Work
Tools & Technologies
CaffeineCarrier Online Rating PlatformsAgency Management Systems
Certifications & Qualifications
Bachelor’s DegreeP&C Producer License
Industry Keywords
Insurance SubmissionsCarrier RequirementsPricing ReviewsCoverage ComparisonsMarket Concerns
About the role
Key responsibilities & impact- Review submissions for completeness, accuracy, and carrier readiness
- Identify missing or unclear information and coordinate with sales to resolve gaps
- Ensure submissions meet internal quality standards and carrier requirements
- Assist in marketing accounts to carriers in alignment with placement strategy
- Utilize carrier online rating platforms to support quoting
- Support pricing reviews, coverage comparisons, and basic analysis
- Track carrier responses and follow-ups
- Submit approved accounts to carriers and monitor progress
- Maintain accurate status updates within Caffeine
- Support bind order preparation and placement documentation
- Maintain accurate records in agency management systems
- Communicate professionally with sales, placement team members, carriers, and brokers
- Escalate coverage or market concerns as appropriate
- Perform other similar tasks as assigned
Requirements
What you’ll need- Bachelor’s Degree preferred
- 2–4 years of commercial insurance placement experience preferred
- Current P&C Producer License preferred but not required
- Working knowledge of P&C insurance coverages preferred but not required
- Strong attention to detail and ownership of work
- Ability to manage multiple deadlines in a fast-paced environment
- Comfortable using Excel and other software applications
- Clear communication and problem-solving skills
Benefits
Comp & perks- Equal employment opportunity
- Work environment free of discrimination and harassment
- Inclusive environment where employees are empowered to bring their authentic self to work