Brokerage Placement Service Representative

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

We are seeking a Brokerage Placement Service Representative to join our growing team.

How You Will Contribute

• Respond to retail agent service inquiries (email/phone) within established service-level standards; route complex items appropriately.
• Process endorsements, audits, cancellations, reinstatements, payment status inquiries, and general policy status requests across BOP, GL, WC, and Auto.
• Issue and deliver Certificates of Insurance, Evidence of Insurance, and Auto ID cards; verify accuracy prior to delivery.
• Access carrier portals to retrieve/process endorsements, audits, and other service items as needed, may quote renewals or rewrite risks as needed.
• Follow up on open tasks to close in first time-final mode whenever possible.
• Collaborate with brokers and carrier contacts to resolve service issues and clarify requirements.
• Escalate non-routine requests or items requiring broker or carrier review.
• Follow carrier guidelines, state regulations, surplus lines requirements (as applicable to service tasks), and internal procedures.
• Assist agent in determining the accurate classification of risks to ensure the matching of product to the customer. Determine applicable markets and pre-qualifying risks based upon multiple carrier appetites.
• May perform other responsibilities as assigned.

Skills & Experience to Be Successful

• Bachelor’s degree or equivalent insurance work experience.
• Active P&C and Surplus lines licenses (or ability to obtain within 45 days).
• Good verbal and written communication skills to interact with customers at all levels.
• Excellent time management skills to prioritize daily tasks.
• Ability to understand, perform, and become proficient with automated and manual technology platforms.
• 1-2 years commercial lines insurance experience (wholesale or retail); small commercial servicing experience strongly valued (preferred)
• Professional designations such as CISR, CIC, CPCU, or equivalent (preferred)

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.