Analyst, Brokerage Placement

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate risk, establish suitable coverage and pricing, and determine renewal underwriting actions for personal lines insurance policies such as home, auto, inland marine, umbrella, and additional lines.

• Create and execute client-retention strategies, encompassing policy reviews, identifying coverage gaps, and providing customized solutions.

• Stay informed about available markets to optimize opportunities for negotiating placements.

• Deliver customer service by responding to client inquiries via email or phone, resolving issues, and ensuring a positive client experience.

• Analyze client information and risk factors to make informed underwriting decisions, which include accepting or rejecting risks.

• Ensure that underwriting activities adhere to Quality Control guidelines, company policies, industry regulations, and legal requirements.

• Carry out additional job functions and responsibilities as assigned.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Insurance, or a related discipline; relevant industry experience may be accepted in place of a degree.

• Property & Casualty License and Surplus Lines License in the resident state required within 45 days of the start date.

• Minimum of 3 years of experience in personal lines underwriting or a similar role within the insurance sector.

• Strong analytical and decision-making abilities.

• Excellent communication skills, including an exceptional telephone demeanor and interpersonal abilities.

• Proficient in insurance knowledge.

• Detail-oriented, customer-focused, proactive, and capable of working independently as well as collaboratively within a team.

• Relevant insurance certifications (e.g., CPCU, AINS) and/or prior experience in the Surplus Lines Industry preferred.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Preferred Partner Discounts.