Carroll Insurance Agency · 10 hours ago
Placement Specialist - Personal Lines
Houston,TX,US
Full-time
Onsite
Entry, Mid Level
2+ years expCarroll Insurance Agency is seeking a detail-oriented and client-focused Personal Lines Placement Specialist to support new business quoting, remarketing, and marketing initiatives. This role involves working with carriers, presenting coverage solutions, and supporting agency growth through accurate and timely marketing support.
Insurance
Responsibilities
Serve as a primary contact for new personal lines prospects and inbound referrals
Gather underwriting information and prepare quotes for Auto, Home, Umbrella, Flood, and specialty lines
Present new business and remarketed renewal proposals, explaining coverage options and recommendations
Work closely with Account Managers, Producers, and carriers to secure appropriate placements
Support marketing campaigns through prospect follow-up, quoting, and proposal support
Maintain accurate documentation and follow established workflows
Qualification
Required
Active Texas Property & Casualty Insurance Agent license
2+ years of experience in the insurance industry, preferably Personal Lines
Strong understanding of personal insurance coverages
Excellent communication, organization, and attention to detail
Team-oriented, flexible, and client-focused approach
Preferred
Experience with Applied EPIC and Microsoft Word/Excel
Willingness to pursue professional insurance designations
Company
Carroll Insurance Agency
Carroll Insurance Agency assists businesses and individuals in managing and protecting their assets.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Elva Koehn
Chief Operating Officer
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