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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing carrier relationships and team development while driving operational excellence in the insurance industry. Proficient in utilizing underwriting guidelines and technology to enhance client retention and streamline processes.
Highest-signal resume keywords
Property & Casualty LicenseTeam ManagementOperational ExcellenceBusiness Development LifecycleClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Carrier PlacementRisk AnalysisUnderwriting GuidelinesInsurance Policy ReviewProcess ImprovementKPI MonitoringSubmissions PreparationNegotiationMarket AnalysisCompliance
Soft Skills
LeadershipCoachingProblem-SolvingCommunicationInterpersonal Skills
Tools & Technologies
AURISEPIC
Certifications & Qualifications
Bachelor’s Degree in Business AdministrationActive Property & Casualty License
Industry Keywords
InsuranceFinancial ServicesCalifornia MarketClient AdvisorsAccount Management
About the role
Key responsibilities & impact- Manage carrier placement specialist(s), supporting team development and goals
- Develop partnerships with Client Advisors and Account Management to determine marketing strategy and execute placement for new and existing accounts
- Maintain carrier relationships and cultivate new carrier relationships for the West Division
- Monitor carrier placement KPIs, track metrics, and provide regular reports to senior leadership
- Analyze submissions based on individual risk characteristics, exposure analysis, hazard recognition, and control
- Use underwriting guidelines to ensure compliance with authority levels and state regulations
- Handle confidential and non-routine information
- Review insurance policies and contracts and make recommendations for improvement
- Attend seminars, company meetings, carrier events, and educational activities as needed
- Work with market participants to keep the team informed about insurance company underwriting, sales alignment, products, and capabilities
- Handle new and renewal remarketing, including submissions, carrier negotiations, and working directly with insureds
- Prepare property and casualty insurance submissions for new business prospects and renewing accounts
- Promote technology adoption, process optimization, automation, and streamlining
- Ensure AURIS and EPIC are adopted and leveraged to maximize client retention, growth, and profitability
Requirements
What you’ll need- Bachelor’s degree in business administration or related field is preferred
- Must currently hold an active property & casualty license
- Minimum of 5 years of progressive experience in the insurance and/or financial services industries
- Proven experience in managing teams, implementing process improvements, and driving operational excellence
- Proven record of driving operational excellence and efficiency in service of dynamic client experiences
- Experience supporting business development lifecycle
- Self-motivating and ability to motivate others in a fast-paced, dynamic environment
- Excellent business and people decision-making skills and problem-solving abilities
- Ability to handle stress in the face of challenges, deadlines, and aggressive financial commitments
- Excellent leadership and coaching ability
- Deep understanding of markets, clients, and competitors in California
- Ability to cultivate and grow productive, long-term customer relationships
- Excellent communication and interpersonal skills
- Superior presentation or relationship skills to present proposals
- Up to 25% travel required
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
