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The Insurance Placement Specialist III assesses and negotiates quotes from different carriers based on exposure, risk, and financing. Develops and markets customer business to different insurance carriers to obtain quotes based on an evaluation and analysis of the customer's insurance needs and requirements. Being an Insurance Placement Specialist III requires knowledge of complex insurance products and a variety of lines such as commercial property & casualty, employee benefits, and others. Develops recommendations to advise customers on the best options that will meet their needs and to place and retain the business. In addition, Insurance Placement Specialist III requires a bachelor's degree. Requires insurance licensing. May also require professional credentials such as CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), or ARM (Associate in Risk Management). Typically reports to a supervisor or manager. Being an Insurance Placement Specialist III work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Working as an Insurance Placement Specialist III typically requires 7+ years of related experience.
The Insurance Placement Specialist I assesses and negotiates quotes from different carriers based on exposure, risk, and financing. Develops and markets customer business to different insurance carriers to obtain quotes based on an evaluation and analysis of the customer's insurance needs and requirements. Being an Insurance Placement Specialist I requires knowledge of complex insurance products and a variety of lines such as commercial property & casualty, employee benefits, and others. Develops recommendations to advises customers on the best options that will meet their needs and to place and retain the business. In addition, Insurance Placement Specialist I requires a bachelor's degree. Requires insurance licensing. May also require professional credentials such as CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), or ARM (Associate in Risk Management). Typically reports to a supervisor or manager. Being an Insurance Placement Specialist I occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Working as an Insurance Placement Specialist I typically requires 2 -4 years of related experience.
The Insurance Placement Specialist II assesses and negotiates quotes from different carriers based on exposure, risk, and financing. Develops and markets customer business to different insurance carriers to obtain quotes based on an evaluation and analysis of the customer's insurance needs and requirements. Being an Insurance Placement Specialist II requires knowledge of complex insurance products and a variety of lines such as commercial property & casualty, employee benefits, and others. Develops recommendations to advise customers on the best options that will meet their needs and to place and retain the business. In addition, Insurance Placement Specialist II requires a bachelor's degree. Requires insurance licensing. May also require professional credentials such as CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), or ARM (Associate in Risk Management). Typically reports to a supervisor or manager. Being an Insurance Placement Specialist II work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Working as an Insurance Placement Specialist II typically requires 4 -7 years of related experience.