The Commercial Lines Property & Casualty (P&C) Placement Specialist is responsible for marketing, negotiating, and placing new commercial insurance business with carriers. This role works closely with producers, account managers, and underwriting partners to secure competitive coverage solutions that meet client needs while maintaining carrier relationships.
Our independent, family-owned Agency has a well-established reputation in the insurance field for excellent customer service and sincerely held values that we practice very day. Our genuine care for our customers has earned their trust in the communities we serve. If you have a strong work ethic and are sincere about the work you do, consider joining our dedicated team!
Location: Hudson, Groton, or Remote from MA, NH, or RI
Job Type: Full-Time. Hybrid, office based or remote. The schedule for this role is: M-TH 8am-4:30pm; F 8am-4pm.
Work Environment
- Fast-paced, deadline-driven environment
- Frequent interaction with internal teams and external carrier partners
What You’ll Be Doing
Key Responsibilities
- Review new business submissions for completeness, quality, and marketability
- Develop and execute marketing strategies for commercial P&C risks
- Submit applications to appropriate carriers and wholesalers
- Negotiate terms, conditions, and pricing with underwriters
- Analyze coverage proposals and recommend optimal solutions
- Maintain accurate records in Agency Management System (EPIC)
Market & Carrier Management
- Build and maintain strong relationships with insurance carriers and wholesale partners
- Stay current on carrier appetites, underwriting guidelines, and market trends
- Identify new markets and coverage solutions to enhance placement capabilities
Collaboration
- Partner with producers to understand client risk profiles and sales strategies
- Work with account management teams to ensure seamless handoff after placement
- Provide technical expertise and guidance on complex risks and coverage structures
Proposal & Documentation
- Work with sales team to prepare comprehensive insurance proposals
- Review binders, quotes, and policy documents for accuracy
- Ensure all placements comply with internal and regulatory requirements
Process Improvement
- Identify opportunities to improve workflow efficiency and placement success rates
- Support standardization and best practices in submission and marketing processes
What We’re Looking For
Qualifications
Required:
- 5–7+ years of experience in commercial P&C insurance (agency, broker, or carrier)
- Strong knowledge of commercial lines coverages (e.g., GL, Property, Auto, Umbrella, Workers’ Compensation, Professional)
- Proven experience in marketing and placing new business
- Excellent negotiation and communication skills
- Active Property & Casualty insurance license
Preferred:
- Experience with middle market or large account placements
- Established carrier relationships
- Prior experience utilizing Applied EPIC
- CPCU, CIC, or other industry designations
Knowledge & Skills
- Strong analytical and problem-solving abilities
- Ability to manage multiple submissions and deadlines simultaneously
- Detail-oriented with strong organizational skills
- Ability to be flexible and adapt to evolving business needs and changing priorities in a fast-paced environment
- Client-focused mindset with a sense of urgency
- Team-oriented with the ability to influence
Education & Experience
- Experience with middle market or large account placements
- Established carrier relationships
- Prior experience utilizing Applied EPIC
- CPCU, CIC, or other industry designations
What We Offer
Benefits You’ll Enjoy
We believe in supporting our team both professionally and personally. Our comprehensive benefits package includes:
- Medical, dental, vision
- HRA plan pays significant portion of medical deductible
- Flexible Spending Account
- Company paid life/STD/LTD
- 401(k) with company match
- Paid vacation, sick, floating holiday
- Educational support for licensing and professional development
- Early 4pm close on Fridays
- Monthly office lunches
- Access to additional voluntary benefits
Care to know what is important to us and drives our success? Check out our Join Our Team video above!
