Jobot
Personal Lines Placement Specialist (Insurance)
Jobot, Santa Monica, California, United States, 90403
Personal Lines Placement Specialist (Insurance)
Base pay range: $110,000 – $120,000 per year.
Fully remote servicing California. Must reside on West Coast. Commission eligible position.
Responsibilities
Proactively solicits new and renewal business from Sales Producers.
Creates and further develops trust and frequent use of the marketing department.
Acts as a go-to resource for carrier information including appetite guides, carrier brochures, and contact details.
Attends, participates in, and leads monthly renewal meetings with Sales Producers and Account Managers.
Designates accounts that need to be marketed through the marketing department.
Reviews applications and obtains all necessary information from Sales Producers or Account Managers.
Works with Sales Producers to ensure customers receive adequate insurance coverage, including proper classification, loss history, safety program recommendations, and coverage recommendations.
Makes complete submissions to markets with loss runs, supplemental applications, financial statements, photos, and brochures.
Keeps Sales Producers informed of markets where information was submitted.
Creates and maintains a marketing spreadsheet.
Produces cover letters describing risk, losses & controls, target premium, and quote due dates.
Works closely with Underwriters to confirm receipt of submissions and determines if additional information is needed.
Compares quotes received with application and other quotes.
Reviews quotes with Sales Producer.
Prepares and completes proposals and assists with sales presentations.
Provides a copy of the proposal to the Account Manager with correct premiums, commissions, order to bind coverage, binder issuance instructions, certificates, and ID cards.
Qualifications
Minimum of 5 years of experience in Sales and/or Sales Support within Commercial Lines Insurance.
Comprehensive understanding of Property and Casualty insurance.
Active Property & Casualty License, CPCU, CISR, and/or CIC designations.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Excellent organizational and time management skills.
Proven track record of managing a portfolio of high net worth clients.
Demonstrated ability to provide a high level of customer-focused, high-integrity service.
Knowledge of industry trends and regulations.Ability to effectively maintain positive relationships with internal colleagues, carriers, and vendors.
Benefits & Other Information
Competitive Compensation and Benefits Package.
Stable, long‑term stability.
Join a well‑established team invested in your growth and success.
Substantial nationwide business growth.
Rewarding work and responsibilities.
Flexible hybrid, mostly remote position.
Fully remote opportunity (must reside on West Coast).
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job application, resume, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at jobot.com/privacy-policy.
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Fully remote servicing California. Must reside on West Coast. Commission eligible position.
Responsibilities
Proactively solicits new and renewal business from Sales Producers.
Creates and further develops trust and frequent use of the marketing department.
Acts as a go-to resource for carrier information including appetite guides, carrier brochures, and contact details.
Attends, participates in, and leads monthly renewal meetings with Sales Producers and Account Managers.
Designates accounts that need to be marketed through the marketing department.
Reviews applications and obtains all necessary information from Sales Producers or Account Managers.
Works with Sales Producers to ensure customers receive adequate insurance coverage, including proper classification, loss history, safety program recommendations, and coverage recommendations.
Makes complete submissions to markets with loss runs, supplemental applications, financial statements, photos, and brochures.
Keeps Sales Producers informed of markets where information was submitted.
Creates and maintains a marketing spreadsheet.
Produces cover letters describing risk, losses & controls, target premium, and quote due dates.
Works closely with Underwriters to confirm receipt of submissions and determines if additional information is needed.
Compares quotes received with application and other quotes.
Reviews quotes with Sales Producer.
Prepares and completes proposals and assists with sales presentations.
Provides a copy of the proposal to the Account Manager with correct premiums, commissions, order to bind coverage, binder issuance instructions, certificates, and ID cards.
Qualifications
Minimum of 5 years of experience in Sales and/or Sales Support within Commercial Lines Insurance.
Comprehensive understanding of Property and Casualty insurance.
Active Property & Casualty License, CPCU, CISR, and/or CIC designations.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Excellent organizational and time management skills.
Proven track record of managing a portfolio of high net worth clients.
Demonstrated ability to provide a high level of customer-focused, high-integrity service.
Knowledge of industry trends and regulations.Ability to effectively maintain positive relationships with internal colleagues, carriers, and vendors.
Benefits & Other Information
Competitive Compensation and Benefits Package.
Stable, long‑term stability.
Join a well‑established team invested in your growth and success.
Substantial nationwide business growth.
Rewarding work and responsibilities.
Flexible hybrid, mostly remote position.
Fully remote opportunity (must reside on West Coast).
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job application, resume, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at jobot.com/privacy-policy.
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