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Commercial Lines Risk Placement Specialist

Commercial Lines Risk Placement Specialist

Summit Bridge PartnersWorcester, MA, US
30+ days ago
Job type
  • Full-time
Job description

Only considering applicants with insurance experience. Please read qualifications carefully.

Our client is seeking a strategic, detail-driven Risk Placement Advisor to join their commercial lines team. In this role, you'll collaborate closely with Account Executives to design, market, and place optimal risk solutions for a diverse portfolio of commercial clients. This well-established, family-run agency values collaboration, innovation, and professional growth, and they're looking for someone who shares that mindset.

Here's what sets the agency apart :

  • Family-Owned and Operated : As they expand through growth and acquisition of other agencies, they remain proudly independent with no plans to sell to a large, national brokerage.
  • Team-Oriented Atmosphere : This experienced team values mutual support and collaboration.
  • Career Growth is Encouraged : You'll be supported in pursuing continuing education, licensing, and advanced industry training.
  • Evolving Culture : Ideas and input from employees are welcomed to help build and sustain an environment where everyone feels valued.

Key responsibilities include :

  • Lead strategy and execution for marketing commercial account renewals to appropriate insurance carriers
  • Prepare and submit high-quality, market-tailored submissions with accurate, complete data
  • Collaborate with the service team
  • Collect quotes, negotiate terms, and present carrier recommendations with clarity and insight
  • Explore alternative risk financing options such as captives, large deductibles, and buy-back programs
  • Research and recommend products that offer optimal coverage and pricing
  • Build and maintain strong relationships with carrier underwriters and market partners
  • Provide detailed coverage comparisons and cost-benefit analyses
  • Stay informed on market trends, carrier appetites, and regulatory updates

    • Qualifications :

  • Active Property & Casualty insurance license
  • Minimum 5 years of experience in commercial insurance
  • Bachelor's degree in Risk Management, Business, Finance, or related field preferred
  • Strong technical knowledge and underwriting background
  • In-depth understanding of commercial property, casualty, and specialty lines
  • Proactive, organized, and able to manage multiple timelines effectively
  • Strategic thinker able to communicate clearly and effectively
  • Must have a collaborative mentality
  • Experience with EPIC agency management system is a plus

    • Compensation and Benefits :

  • Competitive base salary based on experience
  • Performance-based bonuses
  • Comprehensive benefits package including health, dental, and retirement
  • Ongoing professional development and training
  • Hybrid work schedule
  • Collaborative, supportive work culture where your expertise is valued
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    Placement Specialist • Worcester, MA, US