AssuredPartners Insurance Placement Specialist in West Des Moines, Iowa
AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.
The Insurance Placement Specialist is responsible for coordinating marketing strategies, service and support needs of the client or prospect with the Sales Executives as necessary for each individual insured.
Essential Duties and Responsibilities:
Prepare submissions and obtain quotes on assigned account renewals and prospective clients as outlined in the marketing strategies with the Sales Executive. Negotiate terms and conditions of coverage program with insurance company underwriters as specified for each account.
Provide accurate, clear communication to insurance carriers and clients/prospects with direction of Sales Executive.
Prepare presentation material and review for coverage and accuracy. Good working knowledge of Excel is needed.
Update client coverage detail in agency management system and provide coverage binding details to Account Coordinator for preparation of certificates, Auto ID cards, etc., as needed.
Provide marketing and technical assistance to Sales Executives and Service Account Managers in researching coverage issues.
Provide direction to the Account Coordinator for completion of assigned projects.
Foster positive relationships with insurance companies and clients.
Perform other specific duties as assigned.
Obtain and maintain appropriate insurance agent’s licenses.
Pursue a program of personal and professional development as approved.
Minimum Qualifications, Education and/or Experience:
High school education, insurance courses, plus 3 to 5 years of related experience in an insurance company or agency, or equivalent training and/or experience. Some college level course of study helpful.
Ability to communicate effectively orally and in writing.
Ability to perform arithmetic calculations including understanding basic policy rating process of commercial Property & Casualty insurance policies.
Ability to understand and analyze Property & Casualty insurance coverages, forms, and policies.
Ability to accomplish the described duties through the use of appropriate computer and general office equipment. Knowledge of EPIC agency management system would be beneficial. Good working knowledge of Microsoft Excel, Word, Outlook are critical skills for this position.
External Company URL: www.assuredptr.com
Street: 4200 University Ave