Insurance Marketing/Placement Coordinator

Job Description

Job Description

We're Looking For a Marketing/Placement CoordinatorJoin Our 100% Employee-Owned TeamAt Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success.The Marketing/Placement Coordinator is responsible for marketing and placement activities for mid-size, moderately complex commercial P&C accounts. This role partners with Producers, Account Executives, and Account Managers to gather underwriting information, market accounts to carriers, review quotes, and support the delivery of competitive and complete insurance proposals. THE ROLEManage new business and renewal marketing for mid-size, moderately complex accounts. Pre-qualify risks and determine appropriate carrier markets, in partnership with the Sr. Marketing Coordinator.Partner with Producers and Account Managers to gather information for applications and underwriting information. Prepare and submit applications and supporting documentation (and/or online rating submissions) to carriers. Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.Manage carrier follow-up to ensure timely responses and quote turnaround. Review quotes for accuracy, coverage, and competitiveness. Work with Producers to determine recommended quote options for presentation. Provide finalized quotes to Account Managers for secondary review and presentation preparation. Maintain organized marketing documentation and carrier correspondence. Build and maintain professional carrier relationships. Stay informed on carrier appetites, market trends, and coverage changes. Ensure compliance with agency standards and carrier requirements.Act as an agency ambassador by identifying opportunities to refer clients or prospects to other departments and services outside of your direct role. WHAT WE OFFERGenerous benefits package including 2x annual salary employee life insurance, employer-funded disability coverage, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.A positive, welcoming, and enjoyable workplace cultureA shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations YOUR QUALIFICATIONS & EXPERIENCEYou have your Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employmentYou have 2+ years of insurance industry experience, requiredYou have worked in client facing insurance roles (Account Manager, CSR, etc.) and are familiar with the process of managing an account through renewal or initial binding, requiredYou have demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration WHO YOU AREYou have a strong and unwavering commitment to client confidentialityYou have a client-first mentality and are committed to excellence, integrity, and professionalism You maintain positive and ethical relations with all professional contactsYou demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes You are always willing to help someone in need and believe the success of the team is more important than the success of the individualYou prioritize minimizing E&O exposure for yourself and your team To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward INTERESTED?Even if you don't meet every qualification listed, we'd love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: or email View email address on us.fitly.work