Commercial Lines Placement & Account Manager

Fitts Insurance Agency, Inc. is a family-owned independent insurance agency serving clients since 1932. With access to multiple carriers, we offer a wide range of insurance products, services, and competitive pricing. Our team of over 25 employees boasts extensive experience, with many team members having been with the agency for decades. A strong commitment to client satisfaction has earned us a loyal customer base and consistent referrals, enabling us to thrive in a competitive market.

Department: Commercial Insurance

Reports To: Director of Commercial Lines

We are seeking a highly organized, detail-oriented Commercial Lines New Business & Remarket Placement Specialist with strong account management skills. This role is responsible for marketing, quoting, and placing new and renewal commercial business, as well as providing ongoing account management support to ensure exceptional service, retention, and client satisfaction. The ideal candidate is proactive, efficient, and thrives in a fast-paced agency environment.

• Market and place new commercial insurance accounts with multiple carriers.
• Review submissions for accuracy, completeness, and underwriting acceptability.
• Prepare and submit applications and supporting documentation to carriers.
• Negotiate pricing, coverage, and terms with underwriters.
• Analyze quotes and prepare clear, competitive proposals for clients.
• Work closely with producers to develop marketing strategies and placement solutions.
• Bind coverage, issue binders, and coordinate policy issuance.

• Proactively remarket renewal accounts as needed to improve pricing, coverage, and terms.
• Review renewal policies for accuracy, coverage adequacy, and competitiveness.
• Identify cross-sell and coverage enhancement opportunities.
• Negotiate renewal terms with carriers.
• Prepare renewal proposals and recommendations for clients.

• Serve as a back-up service contact for account managers.
• Serve as a back-up for day-to-day account servicing including endorsements, certificates, audits, billing inquiries, and coverage questions.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Ensure timely processing of all policy transactions.
• Maintain accurate and complete client records in the agency management system.
• Provide prompt, professional responses to client inquiries.
• Support retention efforts through proactive communication and service excellence.

• Ensure compliance with agency procedures, carrier guidelines, and regulatory requirements.
• Maintain accurate documentation and file management.
• Assist with E&O risk management by ensuring accuracy and thorough documentation.

• 3+ years of experience in commercial lines insurance (placement, marketing, or account management).
• Strong knowledge of commercial insurance coverages, forms, and underwriting guidelines.
• Property & Casualty Producer License (or ability to obtain).
• Excellent organizational, time management, and multitasking skills.
• Strong written and verbal communication skills.
• High attention to detail and accuracy.
• Ability to work independently and collaboratively in a team environment.
• Proficiency with agency management systems (Applied Epic, AMS
  360, or similar preferred).

• Experience working in an independent insurance agency environment.
• Experience handling mid-market and small commercial accounts.
• CISR, CIC, or other industry designation (preferred but not required).