Bethany Insurance is seeking an experienced Commercial Lines New Business Placement Specialist to quote, market, and bind new commercial insurance opportunities generated by the agency and its Commercial Risk Advisors.
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This is not a producer or lead-generation position. The specialist is not responsible for prospecting, cold calling, networking, or sourcing their own opportunities. Instead, this individual will work alongside a producer to manage incoming leads and referred opportunities once they are ready for quoting and market placement.
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The New Business Placement Specialist will take ownership of the placement process—from gathering underwriting information and preparing submissions through negotiating quotes and binding coverage. Once an account is bound, it will be transitioned to an Account Manager for ongoing servicing and renewal management.
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This position is ideal for someone who enjoys the technical and competitive aspects of new business placement and is motivated by helping the agency win new accounts. The role offers a competitive base salary with significant commission opportunities based on successfully placed business.
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Key Responsibilities
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- Partner with Commercial Risk Advisors to quote and place incoming new business opportunities.
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- Review new business opportunities for completeness, accuracy, and market readiness.
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- Identify and obtain any additional underwriting information needed to approach the market.
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- Prepare complete and professional ACORD applications and carrier submissions.
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- Rate new business directly through major carrier online quoting platforms.
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- Identify appropriate admitted, non-admitted, and wholesale markets based on each account’s operations and risk characteristics.
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- Submit accounts to carrier and wholesale partners when direct online quoting is unavailable or inappropriate.
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- Communicate with underwriters to negotiate pricing, coverage terms, credits, and available options.
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- Analyze and compare quotes for coverage, limits, exclusions, deductibles, and premium.
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- Develop placement strategies in collaboration with the assigned producer and agency leadership.
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- Prepare clear proposals and quote comparisons for the producer to present to prospective clients.
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- Follow up consistently with carriers, underwriters, wholesalers, producers, and prospects to move opportunities toward binding.
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- Assist in obtaining required documents, signatures, payments, and binding instructions.
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- Confirm that coverage is bound accurately and all required documentation is complete.
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- Maintain accurate and timely documentation of submissions, quotes, communications, and binding activity in Applied Epic.
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- Provide a complete and organized handoff to the assigned Account Manager after binding.
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- Meet individual and agency goals related to quote activity, turnaround time, hit ratios, written premium, and new business revenue.
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What This Role Doesn't Require
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- Sourcing or developing personal leads
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- Cold calling or outbound prospecting
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- Building an independent book of business
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- Managing a personal sales pipeline
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- Producing or soliciting insurance independently
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- Servicing accounts throughout the policy term
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- Managing an ongoing renewal book
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Required Qualifications
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- Three or more years of commercial insurance experience in new business marketing, placement, underwriting, production support, or account management.
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- Active Property and Casualty insurance license.
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- Strong knowledge of commercial insurance coverages, carrier appetites, and underwriting requirements.
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- Experience preparing ACORD applications and complete commercial insurance submissions.
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- Ability to navigate carrier online rating and submission platforms confidently.
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- Ability to review insurance quotes and identify meaningful differences in coverage, pricing, exclusions, and terms.
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- Strong organizational skills with the ability to manage multiple submissions and deadlines simultaneously.
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- Excellent written and verbal communication skills.
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- Strong follow-through and a sense of urgency.
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- A results-oriented mindset and enthusiasm for successfully placing new business.
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- Ability to collaborate effectively with producers, underwriters, wholesalers, and Account Managers.
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Preferred Experience
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- Applied Epic experience.
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- Experience quoting business through multiple major commercial insurance carrier platforms.
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- Familiarity with both standard and excess and surplus lines placements.
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- Knowledge of commercial carrier appetites and underwriting requirements.
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- Experience placing a variety of commercial risks, including property, general liability, commercial auto, workers’ compensation, umbrella, and professional liability.
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What Success In This Role Looks Like
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The successful candidate will be technically capable, highly responsive, organized, and motivated by results. This individual will take ownership of each assigned opportunity, build strong relationships with carrier partners, and consistently move submissions from initial review through binding.
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Success in this position is measured by the quality and speed of submissions, effective market selection, strong quote-to-bind results, accurate documentation, and successful collaboration with the agency’s producers.
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This is an excellent opportunity for an insurance professional who enjoys quoting, negotiating, solving placement challenges, and contributing directly to agency growth without having to generate leads, operate as a producer, or service a renewal book.
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Compensation
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- Competitive base salary
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- Significant commission opportunity based on successfully placed new business
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- Employee benefits offered in accordance with Bethany Insurance’s benefits program
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Bethany Insurance is a growing, independent insurance agency committed to providing knowledgeable guidance, responsive service, and strong insurance solutions. We value integrity, collaboration, accountability, and individuals who are excited to help build the future of our agency.