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Risk Placement Specialist – Commercial Lines
Relation Insurance ServicesPosted 10/19/2026full-timeCharlotte • North Carolina • United StatesSeniorLead💰 $52,000 - $102,000 per yearWebsite
Core Competencies
Role fitCore 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 and retention through effective communication and relationship management.
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
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, addressing concerns, additional coverage options, and risk management recommendations
- Build and maintain relationships with insurance carriers, underwriters, clients, and internal and external stakeholders
- Ensure renewals comply with applicable legal and regulatory requirements
- Adopt innovative technology, including proprietary AI solutions, into the service process
- Perform 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Renewal Strategy DevelopmentMarket Research And AnalysisPolicy PlacementRisk Management RecommendationsDocumentation ManagementAnalytical SkillsMathematical Skills
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationInterpersonal SkillsTask ManagementPrioritization Skills
Tools & Technologies
Microsoft WordMicrosoft PowerPointMicrosoft ExcelProprietary AI Solutions
Certifications & Qualifications
Property And Casualty LicenseCPRMCPRIACISRCICCPCU
Industry Keywords
Insurance CarriersCoverage EnhancementsPremium RatesDeductible LevelsClient RetentionComplianceCommercial Lines