Insurance Placement Specialist

The insurance industry is evolving, and SIAA is excited to drive this evolution. As the premiere agent alliance, we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available. We make a difference in people’s lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and for our internal team, the potential for our collective success is unlimited.

As a Great Place to Work, SIAA embraces the unique experience, background, and perspective that each individual brings, and we are connected by the common core values that drive our success: Persistent Positivity, Intellectual Curiosity, Humble Authenticity, Selfless Collaboration, and Solution-Driven. Join a team that is relentless in its pursuit of continuous improvement and execution of forward-thinking ideas. If you are looking for an organization where your ideas are heard, your feedback is valued, and your opportunities to learn and grow abound, look no further than SIAA and our master agency network.

We have a new opportunity for an Insurance Placement Specialist to join our team of main service providers for our network of independent agency members.

The qualified candidate will work closely with our member agency contacts to place new business on their behalf through our insurance carrier partners. The placement specialist does not engage in direct sales or service with the insured; however, they are expected to share expertise and exemplify best practices from quote to issuance when working with our members.

The ideal candidate requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills. Applicants should be comfortable in a high-paced environment and proficient with a broad range of applications.

Day to Day

• Review new personal or commercial lines insurance applications as distributed by processor for completeness.
• Proactively identify and contact responsible agent to obtain any missing information and/or receive clarification on any information needed to quote the account.
• Generate quotes online with appropriate companies; or submit to appropriate carriers depending on the carrier’s processes.
• Forward quotes as received to member agency for review.
• In the event standard markets are not available, seek and provide complete information to member agency for alternative coverage options.
• Review binding applications for appropriate information and forms.
• Issue policies through insurance carrier’s website upon receipt of all required documents from the agent and verification that all items are complete.
• Actively engage and mentor new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that are able to provide said insurance products.
• Meet and/or exceed all assigned submission and premium goals on an annual basis.
• Meet and exceed all required quality and efficiency standards on a weekly, monthly, and yearly basis.
• Proactively communicate and collaborate with external and internal customers to assess and meet information needs.
• Successfully engage in multiple initiatives simultaneously.
• Able to work collaboratively with others (internally and externally) to achieve common objects, goals and results.

• General duties as assigned.

Requirements

• High school diploma or the recognized equivalent.
• Required to have P&C Insurance License
• 2-5 years of P&C insurance experience.
• Commercial lines experience preferred.
• Experience with agency management software such as Vertafore PL Rater, Tarmika, Talage, EZLynx, Applied, or Nexure AMS preferred.
• Proficient with additional applications such as Outlook, Word and Excel.

SIAA is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.