Summit Bridge Partners
Only considering applicants with insurance experience. Please read qualifications carefully.
Make your application after reading the following skill and qualification requirements for this position.
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
Make your application after reading the following skill and qualification requirements for this position.
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