Insurance Placement Specialist

BroadStreet Partners is seeking a knowledgeable and detail-oriented Commercial Lines Insurance Marketing Specialist to join our growing team. This role is responsible for marketing new and renewal commercial insurance business by partnering with Producers, Account Managers, and carrier partners to secure competitive insurance solutions that meet clients’ unique risk management needs. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong carrier relationships, and has a deep understanding of commercial insurance markets, underwriting requirements, and carrier appetites. This individual plays a critical role in supporting business growth by delivering creative placement strategies and exceptional internal service. What You’ll Do Partner with Producers and Account Managers to develop effective marketing strategies for new and renewal commercial insurance accounts. Prepare and submit comprehensive underwriting information to carrier partners to obtain competitive quotes across multiple lines of business. Evaluate carrier proposals, policy terms, endorsements, exclusions, and underwriting subjectivities to ensure appropriate coverage recommendations. Review firm quotes for accuracy and completeness before presenting options to Producers and Account Managers. Prepare professional client proposals that clearly communicate coverage options and carrier recommendations. Coordinate the binding of coverage and ensure timely completion of all required documentation. Communicate carrier recommendations, coverage differences, and underwriting considerations to Producers and Account Managers. Build and maintain strong relationships with carrier marketing representatives and underwriters to understand carrier appetites, product offerings, and market trends. Participate in carrier meetings, product training, webinars, and continuing education to remain current on industry developments and market opportunities. Identify opportunities to improve marketing processes, carrier relationships, and placement strategies. Maintain accurate documentation within the agency management system while ensuring compliance with agency standards. Support agency growth by delivering responsive, accurate, and timely marketing services. Requirements High school diploma or equivalent required; associate’s or bachelor’s degree preferred. Minimum of 2–4 years of commercial lines insurance experience within an independent insurance agency. Active Property & Casualty (P&C) insurance license preferred or the ability to obtain within a designated timeframe. Strong understanding of commercial insurance products, underwriting principles, and carrier marketing processes. Experience working with Applied Epic or similar agency management systems preferred. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Excellent organizational, analytical, and problem‑solving skills with exceptional attention to detail. Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners. Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy. Self‑motivated, collaborative, and committed to delivering exceptional internal customer service. Benefits Medical, dental, and vision insurance 401(k) with company match Life insurance coverage Short-term and long-term disability coverage Accident and critical illness insurance options #J-18808-Ljbffr BroadStreet Partners