Select Commercial Placement Specialist

Select Commercial Inside Sales and Marketing Specialist

Seeking a dedicated and experienced Select Commercial Inside Sales and Marketing Specialist to join a team. This full-time position offers a unique opportunity to serve as a trusted advisor between clients and insurance carriers, ensuring outstanding service and advisory support. The role focuses on building and maintaining client relationships, prospecting new business opportunities, and providing tailored insurance solutions. If you are motivated, detail-oriented, and passionate about delivering exceptional service.

• Salary: $50,000 - $70,000 annually, plus commission

• Develop strategies to identify and secure new business opportunities.
• Generate B2B sales for accounts with premiums under $25,000 through referrals and cold calling.
• Handle incoming prospect inquiries via phone, walk-ins, and website leads.
• Analyze client insurance programs and recommend improvements.
• Build and maintain strong client relationships while achieving annual sales targets.

• Maintain in-depth knowledge of current insurance products and market trends.
• Compile underwriting information and prepare applications for submission.
• Negotiate pricing, policy terms, and conditions with insurance carriers.
• Present quotes and recommendations to clients, ensuring all documentation is accurate.
• Issue binders, certificates, and other necessary documents for new accounts.

• Provide rating and quoting support for commercial client service teams.
• Adhere to agency processes, including documentation and compliance guidelines.
• Participate in internal and external educational programs to enhance skills and knowledge.
• Attend regular department and company meetings.

• Valid Property, Casualty, Life, and Health Insurance Licenses.
• Proven experience managing small commercial insurance accounts.
• Strong organizational, analytical, and critical thinking skills.
• Ability to identify client risks and recommend appropriate solutions.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and agency management software.
• Professional demeanor and positive attitude.

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