Commercial Insurance Placement Specialist

InsuranceStaffing.com   Fort Myers, FL   Full-time     Insurance
Posted on March 25, 2025
Salary: $80,000 - $100,000 per year

We are looking for a commercial insurance placement specialist experienced in the Florida hospitality market to join our fast-paced, team-oriented, and fun work environment. We pride ourselves on finding quality, honest, and skilled team members. We are a company that creates space for team members to grow into the best version of themselves, both personally and professionally. We win long-term, quality clients by retaining happy, long-term employees that feel supported by the company.

 

Primary Responsibilities and Duties:

New Business Marketing:

  • Support the sales team by taking the loss runs, prior policy information, and exposures from the producer to create the SOV, ACORDs, and supplemental applications.
  • Fully market each new condo and hotel account.
  • Notify the producer of underwriting issues after attempting to work through the issue.
  • Create a proposal for each account.
  • Present the proposal to the producer.
  • Maintain agency management system with proper documentation, notes, and activities.
  • Provide training to the team on market changes as they arise.
  • Perform other miscellaneous duties as assigned by the agency with efficiency and quality.

Renewals:

  • Fully re-market the hospitality book, as outlined above, and answer questions from account managers on condo renewals regarding carriers and underwriting.
  • Support the account executive or account managers on renewals when needed due to vacations or an influx of renewals.
  • Review the account manager’s handling of condo renewals (once fully onboarded).

Personal/Organizational Development:

  • Set priorities and workflows to ensure timely, efficient, and accurate handling of submissions and other responsibilities.
  • Develop strong and positive relationships with all carriers.
  • Continue to be informed on industry changes, carrier updates, and technology.
  • Maintain good communication skills, both verbal and written, to effectively interact with carriers, clients, and colleagues.
  • Maintain current and proper insurance licensing.
  • Actively pursue expertise in the agency management system, Applied Epic.

Compensation and Benefits:

  • Total Compensation: based on experience
  • Paid time off for holidays, vacations, and sick time
  • 401(k) matching
  • Medical, dental, vision insurance (employee’s medical coverage paid at 100%)
  • Short-term disability and group life options
  • Access to legal and financial resources

Qualifications and Education Requirements:

  • An active 2-20 (also having a 2-15 is a plus)
  • Current on all continuing education (CE) requirements to maintain license (ongoing)
  • 2+ years of commercial marketing experience, preferably with extensive experience with condominiums and/or hospitality
  • PC proficiency, including MS Office (Excel, Word, PowerPoint, and Outlook)
  • High School Diploma (or equivalent)

Preferred Skills:

  • Ability to work independently and with a team
  • Excellent analytical and decision-making skills
  • Strong ability to multitask, prioritize, and organize tasks
  • Knowledge of Applied Epic system is a plus
  • Proven top-notch customer service skills
  • Clear and concise written and verbal communication skills
  • Highly organized and detail-oriented

InsuranceStaffing.com

Fort Myers , FL