New Business Placement Specialist

Moody Insurance Agency, Inc.

$75K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Commercial Lines insurance
  • Background in sales, account management, or marketing within an agency
  • Broad understanding of Commercial Insurance coverages
  • Property & Casualty License or ability to obtain within 30 days
  • Strong consulting, sales, and negotiating skills
  • Ability to work independently with minimal supervision
  • Excellent written and verbal communication capabilities

Responsibilities

  • Oversee the new business marketing process with the Chief Risk Officer
  • Compile data for submissions to carriers in collaboration with producers
  • Negotiate terms and conditions with carriers for proposals
  • Bind coverage for new customers and prepare finance applications
  • Maintain communication with underwriters and carrier representatives
  • Pursue growth strategies and market opportunities actively
  • Ensure smooth transition from marketing to the Commercial Lines department

Benefits

  • Positive, collaborative work environment
  • Opportunities for professional growth and development
  • Competitive benefits package including health insurance
  • 401(k) plan
  • Paid time off and family medical leave
  • Pet insurance and additional supplemental benefits
Full Job Description
Job Type

Full-time

Description

Join Our Team!

We're looking for a skilled individual in commercial insurance who enjoys marketing the new business placement process with carriers to join the Moody Insurance Agency team! This is a great role for someone who has been in either Marketing or Account Management with small to mid-size agencies.

What You'll Do:
  • Working alongside the Chief Risk Officer, you will oversee the entire new business marketing process. In collaboration with the Commercial Lines producer, you will compile the data required for new business submissions direct to the carrier(s) and business type.
  • Negotiate terms and conditions with the carrier to create a detailed proposal to review and finalize with the producer. As needed, assist the producer in the presentation with the client.
  • Bind coverage for new customers, update applications in the system, prepare premium finance applications and coordinate effectively with the assigned account manager to ensure transition from Marketing to the Commercial Lines department is successful.
  • Communicate regularly with underwriters and insurance company marketing representatives to discuss growth strategies and new opportunities. Actively pursue any markets or programs that are attractive to producer participation. Negotiate and monitor business objectives and contingency arrangements.


Requirements

What We're Looking For:
  • Minimum of 5 years' Commercial Lines insurance experience required. Previous experience in sales, Commercial Lines account management or marketing role strongly desired.
  • Demonstrated broad knowledge of Commercial Insurance coverages.
  • Property & Casualty License or ability to attain within 30 days. CRM, CIC, CPCU, or ARM designations strongly desired.
  • Outstanding consulting, sales and negotiating skills.
  • Able to work independently with minimal supervision.
  • Excellent written and verbal communication skills.

Why You'll Love Working Here:
  • Positive, collaborative work environment
  • Opportunities for professional growth and development
  • Competitive benefits and a chance to make a real impact

What Moody offers:

Moody offers full-time employees a significant, competitive and comprehensive total rewards package. The target salary range for the role is $75,000 - 100,000. Our benefit package includes: medical, dental, vision, HSA Banking, Flexible Spending/Dependent Care Accounts, 401(k), Disability and Group Life/AD&D, paid time off, Colorado Paid Family & Medical Leave, pet insurance and other supplemental benefit offerings.

Be an integral part of our company, apply today!

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