New Business Placement Specialist

Job Description

Job Description

Join Our Team!

We’re looking for a skilled individual in commercial insurance who enjoys marketing the new business placement process with carriers to join the Moody Insurance Agency team! This is a great role for someone who has been in either Marketing or Account Management with small to mid-size agencies.

What You’ll Do:

• Working alongside the Chief Risk Officer, you will oversee the entire new business marketing process. In collaboration with the Commercial Lines producer, you will compile the data required for new business submissions direct to the carrier(s) and business type.
• Negotiate terms and conditions with the carrier to create a detailed proposal to review and finalize with the producer. As needed, assist the producer in the presentation with the client.
• Bind coverage for new customers, update applications in the system, prepare premium finance applications and coordinate effectively with the assigned account manager to ensure transition from Marketing to the Commercial Lines department is successful.
• Communicate regularly with underwriters and insurance company marketing representatives to discuss growth strategies and new opportunities. Actively pursue any markets or programs that are attractive to producer participation. Negotiate and monitor business objectives and contingency arrangements.

What We’re Looking For:

• Minimum of 5 years’ Commercial Lines insurance experience required. Previous experience in sales, Commercial Lines account management or marketing role strongly desired.
• Demonstrated broad knowledge of Commercial Insurance coverages.
• Property & Casualty License or ability to attain within 30 days. CRM, CIC, CPCU, or ARM designations strongly desired.
• Outstanding consulting, sales and negotiating skills.
• Able to work independently with minimal supervision.
• Excellent written and verbal communication skills

Founded in 1972, Moody Insurance Agency, Inc. is a family-owned and operated independent insurance brokerage headquartered in Denver, Colorado. For more than 50 years, we have provided comprehensive Commercial Lines, Personal Lines, Employee Benefits, and Surety solutions to businesses and individuals across the country. With approximately 140 employees and $37 million in annual revenue, Moody Insurance has earned a reputation for exceptional client service, industry expertise, and long-term relationships. We are recognized as the 5th largest insurance broker in Colorado by the Denver Business Journal and ranked #87 on Insurance Journal’s Top 100 Property/Casualty Agencies in the United States.
We are also proud to be Great Place to Work® CertifiedTM, reflecting our commitment to fostering a collaborative, supportive, and rewarding workplace culture. As a family-owned organization, we value integrity, teamwork, innovation, and putting people first, both our clients and our employees.

Company Description

Founded in 1972, Moody Insurance Agency, Inc. is a family-owned and operated independent insurance brokerage headquartered in Denver, Colorado. For more than 50 years, we have provided comprehensive Commercial Lines, Personal Lines, Employee Benefits, and Surety solutions to businesses and individuals across the country. With approximately 140 employees and $37 million in annual revenue, Moody Insurance has earned a reputation for exceptional client service, industry expertise, and long-term relationships. We are recognized as the 5th largest insurance broker in Colorado by the Denver Business Journal and ranked #87 on Insurance Journal’s Top 100 Property/Casualty Agencies in the United States.\r\nWe are also proud to be Great Place to Work® CertifiedTM, reflecting our commitment to fostering a collaborative, supportive, and rewarding workplace culture. As a family-owned organization, we value integrity, teamwork, innovation, and putting people first, both our clients and our employees.