Capstone Search Group · 2 weeks ago
Placement Specialist - Commercial Lines
Capstone Search Group is an insurance brokerage located in the Dallas area. They are seeking a Commercial Lines Placement Specialist who will spearhead marketing efforts, evaluate claims data, and support producers in the placement process.
Responsibilities
Spearhead marketing efforts, helping producers develop and service new accounts as well as the design and implementation of renewal strategies. Possess knowledge of appropriate insurance coverage and structures as well as different processes at insurance company partners
Evaluate claims data, loss trends, pricing, and coverage enhancements to compose the best possible, most comprehensive and competitive insurance program for clients based on their unique risks
Set timelines on taking opportunities to market. Manage the quoting process. Keep all lines of communication open with the sales team on anticipated negotiations with underwriters as well as creative solutions for difficult, complex, and hard to place risks
Support producers and client service staff with understanding and navigating the placement process. Help them grow in their knowledge of market trends, rates, placement, and underwriting negotiations
Qualification
Required
5-10 years of progressive commercial lines property and casualty experience in account management, marketing/placement, or sales and business development
Ability to think creatively and outside of the box from traditional insurance carriers' products and services in effort to help close new accounts and renew existing clients
Preferred
Retail agency experience is strongly preferred
Benefits
Bonus
Hybrid work schedule
Robust benefits package
Company
Capstone Search Group
Capstone Search Group provides recruiting services for candidates and companies.