Responsibilities
- Work with the sales and placement team to determine the completeness and accuracy of new business submissions.
- Utilize carrier online rating platforms to quote small lines of business.
- Support the Senior Placement Executive in building and maintaining carrier relationships.
- Accurately use the CRM software to keep up-to-date records on clients, carriers, and submissions.
- Assist in the monitoring of timely and successful placements.
- Provide support in analyzing market trends and identifying opportunities.
- Participate in team meetings and contribute to process improvements.
Qualifications
- Bachelor’s Degree preferred.
- Minimum of 5 years of experience as a Property & Casualty Broker.
- Current P&C Producer License, required.
Skill & Competencies:
- Prior experience working within Epic or another Agency Management System preferred.
- Experience with property and casualty insurance, preferred
- Highly comfortable with using various types of technology in a fast-paced environment, including strong usage of Excel.
- Excellent verbal and written communication skills in English
- Team player
- Ability to thrive in a fast-paced, entrepreneurial environment
- Attention to detail, take ownership of your work and make sure it is accurate.
- Ability to manage multiple, simultaneous deadlines
- Investigative mindset
- Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility