Morris & Garritano · 3 hours ago

Carrier Placement Specialist II, Commercial Lines

California, United States

Full-time

Remote

Mid, Senior Level

$32/hr - $45/hr

5+ years exp

Maximize your interview chances

Health Care

Growth Opportunities

Hiring Manager

Susan Appel

Insider Connection @Morris & Garritano

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Meet regularly with insurance carrier representatives to

Build collaborative relationships

Keep current on status with the agency and capabilities as well as risk appetite

Continually expand technical knowledge, identify market trends, and stay informed of current industry standards

Analyze insurance coverages and pricing models to fit client needs

Complete rating, gather information from insurance carrier website, obtain quotes, and prepare proposals and presentation materials

Maintain client files with excellent documentation and organization of data in agency system Applied Epic

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Property & Casualty licenseInsurance Market experienceApplied EpicMicrosoft OfficeMultiple carrier portalsIndependent Insurance Agency systemDetail-oriented analysisRelationship buildingDocumentation

Required

Current California Property & Casualty license

5 years California Insurance Market experience

Proficient in Microsoft Office, multiple carrier portals, Applied Epic as well as ability to learn new applications

An in-depth understanding of the Independent Insurance Agency system

Reliable transportation with current auto insurance is necessary for occasional client meetings, continuing education, and/or professional development courses