Placement Executive - Commercial Real Estate

Responsibilities

• Work with the sales and placement team to determine the completeness and accuracy of new business submissions.
• Utilize carrier online rating platforms to quote small lines of business.
• Accurately use the CRM software to keep up-to-date records on clients, carriers, and submissions.
• Assist in the monitoring of timely and successful placements.
• Provide support in analyzing market trends and identifying opportunities.
• Participate in team meetings and contribute to process improvements.
• Evaluate carrier access and appointments to create capacity and competitive options for prospect and clients
• Build and maintain strong relationships with markets and manage feedback process

Qualifications

• Bachelor’s Degree preferred.
• Minimum of 3 years of experience as a Property & Casualty Broker.
• Current P&C Producer License, required.

Skill & Competencies

• Prior experience working within Epic or another Agency Management System preferred.
• Experience with property and casualty insurance, preferred
• Highly comfortable with using various types of technology in a fast-paced environment, including strong usage of Excel.
• Excellent verbal and written communication skills in English
• Team player
• Ability to thrive in a fast-paced, entrepreneurial environment
• Attention to detail, take ownership of your work and make sure it is accurate.
• Ability to manage multiple, simultaneous deadlines
• Investigative mindset
• Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility