Senior Placement Specialist - Commercial Small/Mid

Lead execution of new business and renewal processes for small/mid-market commercial insurance accounts Maintain placement timelines and processes, including exposure analysis, quote specifications, coverage analysis, negotiation, and proposal presentation Develop high-level placement strategies for complex accounts using market intelligence and carrier relationships Evaluate alternative risk financing mechanisms, including large deductible programs and captive structures Build insurance towers and conduct financial modeling and exposure analysis Exercise independent judgment when placing accounts with alternative carriers Oversee end-to-end placement processes for compliance, accuracy, and timely execution Lead year-end portfolio reviews and recommend strategic improvements Cultivate executive-level relationships with carriers and wholesalers Collaborate with Client Advisors and Account Service Teams on client-facing marketing strategy and placement outcomes Mentor Placement Specialists and Account Teams and support professional development Review insurance policies and contracts and recommend improvements Prepare property and casualty insurance submissions Analyze Excel exposure and loss data and develop financial models for loss-sensitive programs Use carrier systems and comparative rating tools for quoting and proposal development Perform coverage gap analysis and provide strategic recommendations Work independently and collaboratively on special and ongoing projects Identify opportunities to engage Risk Resources for specialized client solutions Requirements 7+ years of relevant insurance experience, emphasizing large commercial account placements typically with $5,000+ premiums Excellent phone etiquette and written, verbal, presentation, and interpersonal skills Strong critical thinking, financial analysis, and negotiation skills Ability to analyze complex market data and influence placement outcomes Ability to work with minimum supervision and accept direction on assignments Proficiency with Microsoft Office, including advanced Excel and Word knowledge Experience with Applied Epic is a plus Strong organizational skills and ability to manage multiple priorities Flexibility and adaptability to changing priorities and deadlines Strong attention to detail for document accuracy Ability to work effectively in a team environment with strong customer service skills Experience with a broker/agent marketing large middle-market accounts to carriers Excellent knowledge of insurance markets Strong knowledge of applicable insurance coverages Proficiency creating required proposal presentation documents College degree preferred Must currently hold an applicable insurance license Professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred Must abide by and maintain licensing requirements, including continuing education Core Competencies Demonstrates expertise in leading commercial insurance placements, including strategic development, financial modeling, and compliance oversight. Proficient in building relationships with carriers and executing effective marketing strategies for complex accounts. Highest-signal resume keywords Commercial Insurance Placement Financial Modeling Negotiation Skills Microsoft Excel Proficiency Insurance License ATS Optimization Keywords Hard Skills Exposure Analysis Quote Specifications Coverage Analysis Proposal Presentation Risk Financing Mechanisms Coverage Gap Analysis Market Intelligence Client-Facing Marketing Strategy Insurance Policy Review Loss Data Analysis Soft Skills Critical Thinking Interpersonal Skills Organizational Skills Attention to Detail Customer Service Skills Certifications & Qualifications CRM CISR CIC AAI ARM CPCU Industry Keywords Commercial Insurance Middle-Market Accounts Insurance Markets Insurance Coverages Broker/Agent Marketing Tools & Technologies Applied Epic Carrier Systems Comparative Rating Tools Microsoft Office #J-18808-Ljbffr Jobtailor