Placement Service Specialist I

Job Summary:

Serves as a liaison between the team and carrier underwriting contacts in dealing with application review, quoting, and policy issuance. Assists the team with front-end account processing.


  • Proactively serves as the liaison between the team and the selected carriers in dealing with routine application review, quoting and policy issuance.
  • Processes change requests, cancellations, and reinstatements between the insured and the carrier.
  • Prepares standard client letters and sends e-mails to the team for signature and distribution.
  • Researches missing data for both quotes and proposals. Researches and resolves final rate discrepancies. Utilizes various technology resources to obtain necessary information.
  • Documents all activities in a thorough, accurate and timely manner.
  • Documents all final rates in the system.
  • Provides final rates from carriers to the proposed insured.
  • Monitors the receipt of policies from insureds and continues the underwriting procedures until final determination of the file is given by the carrier
  • Develops positive relationships with the team by providing timely, accurate, value-added service.
  • Escalates emerging issues to the appropriate individual as appropriate.
  • Continually updates personal knowledge on state specific changes for coverages and underwriting guidelines with each carrier.
  • Maintains up-to-date workflow documentation and ensures workflows are adhered to when processing individual paperwork.
  • Ensures that all regulatory, compliance and transparency requirements are met and complies with all internal policies and procedures.
  • Other duties as assigned.

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