Commercial Lines Placement Specialist

The Commercial Lines Placement Specialist will actively participate in the production and retention of clients.

• Review lender/investor insurance requirements to ensure compliance and negotiate them as needed.
• Stays current on the latest Fannie Mae and Freddie Mac insurance requirements to be able to review contracts and secure proper coverage, negotiate terms with carrier and properly executive evidence of insurance for clients.
• Creates client summary packages, marketing materials, proposals, etc. for agents utilizing Microsoft Publisher, Microsoft Office Products, and AMS.
• Discusses exposures with clients to create insurance Statements of Value (SOV) to capture client’s locations and property exposures for client’s approval and submission to carriers.
• Evaluates client’s exposures and will create premium estimates for client’s potential commercial real estate acquisitions.
• Analyze portfolio loss histories, identify frequency trends and presents recommendations for risk management solutions to client. Understanding the risks and exposures associated with various clients real estate portfolios.
• Cultivate strong relationships with clients, sales staff and insurance company partners.
• Utilize our web-based Agency Management System.
• Negotiate with underwriters and brokers toward deadlines, set expectations with them, persuade to offer desired terms & conditions.
• Strategize with team regarding the appropriate marketing approach for an account and evaluate insurance coverage available in the marketplace to recommend options for existing accounts and new business.
• Generates and analyzes Marshall & Swift valuations utilizing Marshall & Swift online software and respond to lender’s questions concerning the valuations and negotiate changes in values with lender and carrier.

The ideal candidate must possess 3-5 years of experience in a commercial insurance agency or brokerage environment. P&C experience is a plus. An active Florida 2-20 commercial insurance license is preferred. A bachelor’s degree in risk management or other applicable areas of concentration is strongly preferred. Moderate to advanced knowledge of MS Office applications (Excel, Word, Outlook) is required.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

• Attention to detail.
• Possess skills necessary to communicate with producers, carriers and clients concerning commercial lines of coverage.
• Strong presentation skills, (both oral and written).
• Adheres to Franklin Street’s Insurance best practices and procedures.
• Moderate to advanced knowledge of MS Office applications (Excel, Word, Outlook) is required. Knowledge of general database / client management software required along with a willingness and ability to learn new software programs including Adobe InDesign, Power BI etc. as needed is required.
• This position requires some travel.
• Strong analytical skills.
• Ability to manage multiple tasks simultaneously with varying deadlines for several clients.
• Highly proficient in all Microsoft office products including Excel, Publisher, Power BI, Word, PowerPoint.
• Bachelor’s degree in risk management & insurance, Real Estate or Finance preferred, or equivalent combination of education experience.
• 3-5 years of experience in a commercial insurance agency or brokerage environment. P&C experience is a plus.
• Current Florida 2-20 (Property and Casualty Insurance License) or willingness to obtain within the first 90 days.
• Maintain a priority for accuracy, timeliness and completion while demonstrating strong organizational skills with high attention to detail.

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.