Job description

Why join M&G:

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
MVP Account Managers (Insurance Journal)
Top P&C Agent of the Year (Insurance Journal) 2022
50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
UBA Advisor Awards (2022 – 2023)
Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
Leaders of Influence – Insurance by Orange County Business Journal (2023)

About the Role:

Carrier Placement Specialists are responsible for the placement of Property & Casualty business to include both new and renewal business. The position requires knowledge of the capabilities and appetite of insurance carriers as well as familiarity with rating systems. The Specialist coordinates a high-volume workload within a deadline-driven environment.

How you will be Compensated:

$32-$45 per hour depending on experience
Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
Free Employee Assistance Program
Paid Holidays, Paid Sick Time, and Flexible Vacation Time
Paid Parental Benefits
Disability and Life Insurance
401(k) with 50% match
Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Who you are:

You have experience cultivating strong, positive relationships with both staff (sales and service) and insurance carrier personnel
You excel at highly complex, detail-oriented analysis
You thrive in an environment that requires continual flexibility and adaptation to change
You enjoy navigating negotiation with carriers and strategic collaboration with Sales/Advisors

What you will do:

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

Qualifications:

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

Required profile