Lamb Insurance Services
  • Tinton Falls, NJ, USA
  • Full Time

Wholesale Placement Lead

The Wholesale Placement Lead will collaborate with sales staff and carrier partners in developing and executing marketing and placement strategies to drive new business growth.

Job Responsibilities

Prepare and submit new business applications, including supplementals, to carrier partners
Collaborate with producers and team members, to develop placement strategies
Identify and suggest coverage enhancements and options
Develop and manage positive working relationships with wholesale carrier partners and assist in building long term partnerships
Negotiate optimum coverage terms and pricing
Assist in providing a seamless transition from marketing to assigned servicing team
Generate quotes utilizing wholesale carrier online quoting systems
Enter prospect and underwriting information into agency management system (SMS)
Knowledge of carrier and broker appetites and specialty programs
Issuance of binders, invoices, auto ID cards, filings and finance agreements
Attend carrier meetings to stay apprised of market appetite and rate changes
Assist in upholding company appetite and standards while managing day to day relationships with producers and contributing to their success

PROPOSALS

Create professional, detailed proposals per agency standards
Effectively communicate quoted coverages, costs and deductibles to producers
Attend client or prospect meetings as requested to provide technical support
Provide accurate coverage comparisons based on current and quoted options

MISCELLANEOUS

Respond in a timely, accurate and friendly manner to requests
Strive to help meet or exceed agency and department goals and deadlines motivated by the "win"
Maintain organized account files with proper documentation saved in agency management system
Maintain new business submission logs

Lamb Insurance Services
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