Risk Placement Specialist – Commercial Lines

Relation Insurance Services

. Develop and implement renewal strategies based on potential and existing clients’ risk profiles, market conditions, and carrier options .

Posted 10/27/2026full-timeRemote • California • United StatesSeniorLead💰 $53,000 - $101,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and implementing renewal strategies, negotiating with insurance carriers, and maintaining compliance with legal and regulatory requirements. Proficient in enhancing client satisfaction through effective communication and risk management recommendations.

Highest-signal resume keywords

Property And Casualty License7 Years Experience In Risk PlacementInsurance Designations (CPRM, CPRIA, CISR, CIC, CPCU)Microsoft Office Suite ProficiencyIn-Depth Understanding Of Commercial Lines

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Renewal Strategy DevelopmentMarket Research And AnalysisPolicy PlacementRisk Management RecommendationsDocumentation MaintenanceAdministrative Task ManagementNegotiation SkillsAnalytical SkillsMathematical SkillsClient Relationship Management

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationInterpersonal SkillsTask PrioritizationProfessional Presence

Tools & Technologies

Proprietary AI SolutionsMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Property And Casualty LicenseCPRMCPRIACISRCICCPCU

Industry Keywords

Insurance CarriersCommercial Lines Of CoverageRenewal PoliciesCoverage EnhancementsPremium RatesDeductible LevelsClient RetentionMarket ConditionsRisk ProfilesEndorsements

About the role

Key responsibilities & impact

Develop and implement renewal strategies based on potential and existing clients’ risk profiles, market conditions, and carrier options
Engage with insurance carriers to negotiate favorable renewal terms, including premium rates, deductible levels, and coverage enhancements
Place policies with the most suitable carrier
Conduct market research and analysis to identify suitable insurance carriers and products with competitive pricing
Collaborate with sales and service teams to align placement efforts with objectives
Maintain accurate and complete documentation of renewal policies, endorsements, and client information
Handle administrative tasks related to policy renewals, including updating marketing spreadsheets
Identify opportunities to enhance client satisfaction and retention through service, concern resolution, additional coverage options, and risk management recommendations
Build and maintain relationships with carriers, underwriters, and internal and external clients
Ensure renewals comply with applicable legal and regulatory requirements
Adopt innovative technology, including proprietary AI solutions, into the service process
Complete special projects and other assigned duties

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required and must be maintained
Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business
College degree preferred
Preference given to individuals that have insurance designations (e.g., CPRM, CPRIA, CISR, CIC, CPCU)
Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel
Ability to learn and adapt quickly to new technologies and software
In-depth understanding of commercial lines of coverage
Excellent written/verbal communication and interpersonal skills
Ability to manage multiple tasks and prioritize work effectively to meet or exceed deadlines
Professional and polished presence and communications for virtual or in-person meetings
Strong analytical and mathematical skills

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program eligibility, subject to program rules and performance factors