New Placement Executive

Work with the sales and placement team to determine the completeness and accuracy of new business submissions. Utilize carrier online rating platforms to quote small lines of business. Support the Senior Placement Executive in building and maintaining carrier relationships. Accurately use the CRM software to keep up-to-date records on clients, carriers, and submissions. Assist in the monitoring of timely and successful placements. Provide support in analyzing market trends and identifying opportunities. Participate in team meetings and contribute to process improvements. The role requires a Bachelor’s Degree, preferred and a minimum of 5 years of experience as a Property & Casualty Broker, and a current P&C Producer License is required. Prior experience working within Epic or another Agency Management System is preferred.