3 commercial lines placement specialist jobs found

The Personal Lines Select Assistant Account Specialist will assist the PL Select Department in supporting day to day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. *PLEASE NOTE: This is a hybrid position that will require up to 3 days/week in either our West Linn, OR, Portland, OR, Santa Rosa, CA or Burlingame, CA offices In this role you will: Build and maintain constructive and effective relationships with internal and external clients by assisting the PL Select Account Specialists and Producers and responding to client/carrier communications as assigned Leverage Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications...

The ideal candidate will contribute to the growth of revenue by serving as a trusted advisor and technical specialist supporting captive insurance program development, actuarial analysis, feasibility studies, and ongoing captive operations. This role requires strong knowledge of exposure data collection, loss analysis, actuarial concepts, and captive insurance structures. The ideal candidate is a self-starter with deep experience across Workers’ Compensation (WC), Auto Liability (AL), General Liability (GL), and Professional Liability (PL) risks. Your Impact: Provide Actuarial & Analytical Support Gather and validate exposure data including payroll, sales, mileage, and other key business indicators used in actuarial modeling. Review insurance policies and loss runs, perform trend analysis, and interpret loss payment patterns and loss development consistent with captive feasibility and reserving practices. Contribute to actuarial components of feasibility studies...

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. *PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office* Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families. Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines. Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients. Serve as the primary point of contact for clients, addressing inquiries, resolving...