Underwriting and Placement Specialist

Description :

Assist Marketing Manager with Administrative and Marketing Functions.

• Submit daily marketing activity spreadsheet.
• Pull Renewal lists for assigned AM's monthly.
• Request updated rates and benefits from carriers quarterly.
• Update and maintain accurate marketing spreadsheets by quarter.
• Update and maintain carrier cheat sheets as needed.
• Update and maintain renewal presentations.
• Send renewal presentations on behalf of account managers.
• Assist in additional quoting responsibilities as needed.
• Participate in carrier meetings as directed.
• Stay informed on carrier updates and communicate any changes needed to presentations / plans.
• Communicate with Manager any issues to ensure excellent customer service.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Adhere to established employee manual policies and guidelines.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff, and agency information.
• Perform other duties and projects as assigned.

Requirements :

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Salary is $50,000.00.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location

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