Risk Placement Specialist – Commercial Lines

Job not on LinkedIn

🔥 0 minutes ago

🏄 California – Remote

infoinfo

💵 $53k - $101k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🎲 Risk

Where this job comes from

Posted on Relation Insurance Services's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

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Logo of Relation Insurance Services

Relation Insurance Services

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Develop and implement renewal strategies based on potential and existing clients’ risk profiles, market conditions, and carrier options • Engage with insurance carriers to negotiate favorable renewal terms, including premium rates, deductible levels, and coverage enhancements • Place policies with the most suitable carrier • Conduct market research and analysis to identify suitable insurance carriers and products with competitive pricing • Collaborate with sales and service teams to align placement efforts with objectives • Maintain accurate and complete documentation of renewal policies, endorsements, and client information • Handle administrative tasks related to policy renewals, including updating marketing spreadsheets • Identify opportunities to enhance client satisfaction and retention through service, concern resolution, additional coverage options, and risk management recommendations • Build and maintain relationships with carriers, underwriters, and internal and external clients • Ensure renewals comply with applicable legal and regulatory requirements • Adopt innovative technology, including proprietary AI solutions, into the service process • Complete special projects and other assigned duties

🎯 Requirements

• A Property and Casualty License from state of domicile is required and must be maintained • Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business • College degree preferred • Preference given to individuals that have insurance designations (e.g., CPRM, CPRIA, CISR, CIC, CPCU) • Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel • Ability to learn and adapt quickly to new technologies and software • In-depth understanding of commercial lines of coverage • Excellent written/verbal communication and interpersonal skills • Ability to manage multiple tasks and prioritize work effectively to meet or exceed deadlines • Professional and polished presence and communications for virtual or in-person meetings • Strong analytical and mathematical skills

🏖️ Benefits

• Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program eligibility, subject to program rules and performance factors

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