Commercial Lines Risk Placement Specialist

Our Commercial Lines team is responsible for delivering fast, friendly and accurate service for our clients.  You will be required to coordinate proactive account marketing and program development, follow department procedures, and maximize the use of our agency management system and other technology.  It is important that the successful candidate embraces our philosophies and is able to identify and seek out opportunities to enhance the experience with clients and fellow team members.

Essential Functions

  • Work with Account Executives to market and place new business. This includes:
    • Coordinate the submission and placement of new accounts
    • Reviewing client’s exposures and presenting solutions and alternative options within their insurance program
    • Review of carrier quotes and creation of proposals
    • Check new policies for accuracy
    • Issue binders, ID cards, certificates
    • Reviewing client’s exposures and presenting solutions and alternative options within their insurance program
    • Working with producers develop narratives around the client’s business and risk exposures in support of placing New Business with the appropriate carrier
    • Develop new business proposals as part of delivering quotes to commercial clients
  • Maintain a strong sense of urgency and promptly respond to Account Executives’, prospects’ and clients’ questions.
  • Maintain consistent and continuous communication with new clients and account executives to gather and provide needed information, develop creative solutions, and resolution of issues.
  • Market commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
  • Work with Commercial Lines Program Team in assisting with current programs and developing new programs and niches. This includes:
    • Coordinate and assist with managing the programs and carrier relationships
    • Marketing new business within the programs and niches
    • Assist with Program Team in developing marketing materials and strategies
    • Create and maintain client files on agency and document management system.
    • Keep abreast of all new developments in the insurance market through periodicals, seminars, membership organizations and carrier meetings.
    • Communicate underwriting information on companies and programs with the Commercial Lines department.
    • Work with administrative and management teams to optimize/delegate workflows to improve client experience.
    • Participate in continuing education to maintain a Property & Casualty license.
    • Assume special projects as necessary and any other responsibilities assigned.

Expectations/Desired Skills 

The successful candidate adopts quickly, is organized, is highly motivated to win in the placement of accounts with carriers, pays attention to detail and is able manage multiple projects and opportunities at the same time.  Other qualifications include:

  • Strong knowledge of, or ability to quickly develop, an understanding of carrier appetites to achieve a high placement rate
  • Excellent communication skills (listening, speaking and writing). Strong ability to independently work with account executives to identify carriers, build a narrative as needed to assist the carrier in understanding the risk presented and to negotiate as needed with carriers to ensure receipt of a quote that helps PSA win the account.
  • Knowledge and use of MS Office Professional programs (Outlook, Word, Excel).
  • Demonstrated ability to function effectively as part of a team in a sales environment.
  • Computer literacy for correspondence, data entry, e-mail, internet, carrier websites, spreadsheets and accessing data from company systems.
  • Strong problem-solving skills, with a sense of urgency to ensure PSA wins new business
  • Strong personal organization and creativity underscored by partnership & communication between you, account executives, other teammates and carrier partners.
  • Flexibility and creativity for developing innovative and customized client solutions.
  • Exceptional relationship development skills and interpersonal skills, including the ability to work with multiple staff both within PSA as well as our carriers and keep all parties up to date on new business placement status
  • Ability to meet tight deadlines and execute effectively
  • Knowledge of insurance agency processes and in particular demonstrated success with working with insurance carriers on new business.


  • High School diploma required. Bachelor’s degree preferred.
  • Property Casualty License required. Minimum of 2 years’ experience servicing Commercial Lines accounts. 5+ years’ experience in a large agency environment highly desired.
  • Demonstrated knowledge of the risk placement process
  • Insurance industry designations preferred


PSA is an Equal Opportunity Employer.