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Personal Insurance Placement Specialist - Fully Remote

Remote: 
Full Remote
Contract: 
Experience: 
Junior (1-2 years)
Work from: 
Virginia (USA), United States

Offer summary

Qualifications:

At least 1 year of experience, Working with multiple Commercial Lines coverages, Property Casualty License required.

Key responsabilities:

  • Review new business applications
  • Obtain missing information from members
  • Update CRM with quote information
  • Market accounts and generate quotes
  • Issue policies through carrier websites
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The Jonus Group
51 - 200 Employees
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Job description

Job Description

Personal Insurance Placement Specialist - Fully Remote

The Placement Specialist role is focused on quotes/submissions for our member agents. Member agents submit applications to our team, to approach carriers they do not have direct access to. The Placement Specialist will rate online and/or submit to carriers with goal of returning bindable quotes to our members.There is no direct sales and no servicing of in force business.

Daily Responsibilities

  • Review all new business applications
  • Identify & contact responsible members to obtain any missing info and/or receive clarification needed to quote the account
  • Update CRM with appropriate info throughout the life cycle of the quote
  • Market account & generate new business quotes
  • Review binding applications for appropriate info & forms
  • Issue policies through insurance carrier websites upon receipt of all required documents from the member

Qualifications

  • At least 1 year of experience working with multiple Commercial Lines coverages & industries.
  • Ability to work in a fast-paced environment & multitask.
  • Property & Casualty License required.

Required profile

Experience

Level of experience: Junior (1-2 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Multitasking
  • Verbal Communication Skills
  • Analytical Thinking

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