Commercial Lines Marketing/Placement Specialist Available
ID: 85156
Experienced and driven Insurance Professional with over 15 years in Commercial Lines, specializing in account management and marketing placement. Possessing an active CA Property & Casualty license they have demonstrated exceptional stability and a strong educational background with Associates, Bachelors, and Masters degrees.
This candidate currently serves as a Marketing Specialist at a leading insurance agency focusing exclusively on new business acquisition across various carriers, both admitted and E&S markets. Their portfolio primarily includes small businesses in construction, manufacturing, real estate, and transportation, with average account revenues of $20,000. Their responsibilities include risk analysis, negotiation, and proposal preparation, ensuring seamless handover to Account Managers upon client acceptance.
Previously, they excelled as an Account Manager at another respected agency, handling a substantial book averaging $1.8 to $2 million. They oversaw a diverse portfolio of approximately 300 accounts, managing end-to-end processes from certificates and endorsements to renewals. Their expertise spans various industries such as artisan contractors, manufacturers, hospitality, and real estate, focusing on comprehensive coverage including work comp, general liability, auto, umbrella, E&O, excess, property, and environmental liability.
Seeking a remote-only, full-time direct hire role within Senior Account Management, Marketing Placement Specialist, or Underwriting in Commercial Lines.