Commercial Insurance Placement Specialist

We are looking for a commercial insurance placement specialist experienced in the Florida hospitality market to join our fast-paced, team-oriented, and fun work environment. We pride ourselves on finding quality, honest, and skilled team members. We are a company that creates space for team members to grow into the best version of themselves, both personally and professionally. We win long-term, quality clients by retaining happy, long-term employees that feel supported by the company.

Primary Responsibilities and Duties:

New Business Marketing:

• Support the sales team by taking the loss runs, prior policy information, and exposures from the producer to create the SOV, ACORDs, and supplemental applications.
• Fully market each new condo and hotel account.
• Notify the producer of underwriting issues after attempting to work through the issue.
• Create a proposal for each account.
• Present the proposal to the producer.
• Maintain agency management system with proper documentation, notes, and activities.
• Provide training to the team on market changes as they arise.
• Perform other miscellaneous duties as assigned by the agency with efficiency and quality.

Renewals:

• Fully re-market the hospitality book, as outlined above, and answer questions from account managers on condo renewals regarding carriers and underwriting.
• Support the account executive or account managers on renewals when needed due to vacations or an influx of renewals.
• Review the account manager’s handling of condo renewals (once fully onboarded).

Personal/Organizational Development:

• Set priorities and workflows to ensure timely, efficient, and accurate handling of submissions and other responsibilities.
• Develop strong and positive relationships with all carriers.
• Continue to be informed on industry changes, carrier updates, and technology.
• Maintain good communication skills, both verbal and written, to effectively interact with carriers, clients, and colleagues.
• Maintain current and proper insurance licensing.
• Actively pursue expertise in the agency management system, Applied Epic.

Compensation and Benefits:

• Total Compensation: based on experience
• Paid time off for holidays, vacations, and sick time
• 401(k) matching
• Medical, dental, vision insurance (employee’s medical coverage paid at 100%)
• Short-term disability and group life options
• Access to legal and financial resources

Qualifications and Education Requirements:

• An active 2-20 (also having a 2-15 is a plus)
• Current on all continuing education (CE) requirements to maintain license (ongoing)
• 2+ years of commercial marketing experience, preferably with extensive experience with condominiums and/or hospitality
• PC proficiency, including MS Office (Excel, Word, PowerPoint, and Outlook)
• High School Diploma (or equivalent)

Preferred Skills:

• Ability to work independently and with a team
• Excellent analytical and decision-making skills
• Strong ability to multitask, prioritize, and organize tasks
• Knowledge of Applied Epic system is a plus
• Proven top-notch customer service skills
• Clear and concise written and verbal communication skills
• Highly organized and detail-oriented