Brokerage Placement Analyst

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

📋 Description

• Evaluate and process applications for insurance renewals.

• Assess risk, establish suitable coverage and pricing, and determine renewal underwriting actions for personal lines insurance policies, including home, auto, inland marine, umbrella, and other lines.

• Develop and execute strategies for client retention, such as conducting policy reviews, identifying coverage gaps, and providing customized solutions.

• Stay informed about available markets to enhance placement negotiation opportunities.

• Deliver customer service by addressing client inquiries through email or phone, resolving issues, and ensuring a positive experience for clients.

• Analyze client data and risk factors to make well-informed underwriting decisions, including accepting or rejecting risks based on the analysis of available options.

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

• Perform additional tasks and responsibilities as assigned.

• Collaborate effectively with brokers.

⛳️ Requirements

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

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

• A minimum of 3 years of experience in personal lines underwriting or a comparable role within the insurance industry.

• Strong analytical and decision-making capabilities.

• Excellent communication skills, including a polished telephone demeanor and strong interpersonal skills.

• Proficiency in insurance knowledge.

• Detail-oriented, customer-focused, proactive, and capable of working both independently and as part of a team.

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

• Manual dexterity and sufficient arm and upper body range of motion for keyboard, mouse, and telephone use for 7–8 hours per day.

• Speech and hearing ability adequate for in-person and telephone communication for 7–8 hours per day.

• Vision sufficient for use of a computer monitor.

• Capability to sit at a desk for 7–8 hours per day.

🏝️ Benefits

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

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

• Access to Free Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Discounts from Preferred Partners.