Insurance Placement Marketing Jobs

1 job found

1mo ago

Commercial Lines Marketing & Placement Specialist

Midwest Insurance Group Delafield, WI

Delafield, WI

1mo ago Closed

$55k - $70k/yr Full time Marketing Account Management Client Liaison

This position is no longer accepting applications (closed Jul 2, 2026).

Job Description

The Midwest Insurance Group seeks an experienced Commercial Lines Marketing and Placement Specialist to coordinate the placement of new and renewal commercial policies from an onsite location in Delafield, Wisconsin. This role acts as the primary liaison between producers and insurance carriers, supporting coverage negotiations, preparing proposals, and overseeing the placement and binding workflow to ensure accurate and timely execution.

Responsibilities

Support the design and placement of commercial insurance programs for clients as directed by agency leadership
Collect and evaluate information from internal and external sources to prepare comprehensive market submissions
Process applications and create new client records within the agency management system
Pre qualify accounts with carrier partners based on underwriting appetite, coverage requirements, and market fit
Submit applications to carriers via email and online rating platforms
Offer technical insurance guidance and market insights to producers to support client needs and agency growth
Facilitate communication among underwriters, producers, and clients to resolve underwriting questions and obtain missing information
Track submission activity and proactively follow up with carriers to obtain quotes and competitive pricing
Review quotes for accuracy and alignment with submitted information
Analyze and compare multiple carrier proposals to identify coverage differences, gaps, and overall client value
Negotiate pricing, terms, and conditions with carriers to secure favorable outcomes for clients and prospects
Coordinate the binding of coverage and complete all placement documentation
Maintain professional and timely communication with clients, carriers, producers, and internal staff via verbal and written updates
Update client records in the agency management system after binding and transition accounts to the account management team for ongoing service
Prioritize tasks and manage workflow to meet deadlines and service expectations
Maintain accurate documentation of client information, communications, and marketing activity within agency systems
Support producers with prospect and client service tasks as requested
Collaborate closely with account management to ensure seamless handoffs of new business and coordination of remarketing for existing accounts
Undertake additional duties and special projects as assigned by management

Requirements

Minimum three years of experience in commercial lines insurance within an agency or carrier environment
Strong knowledge of rating procedures, coverages, and industry operations
Excellent communication, organizational, and time-management skills
Proficiency with standard office software
Ability to work independently and collaboratively in a team
Associate or Bachelor’s degree preferred
Wisconsin Property & Casualty License required

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Compensation

Salary: USD 55,000 - 70,000 per year

Job Type

Full-time

Location

Location: Delafield, WI (onsite)

Work Location

In person

Application Question

Are you comfortable with a fully on-site work environment?

Experience

Commercial Insurance: 3 years (Preferred)

License / Certification

Wisconsin Property & Casualty Insurance License (Required)

Ability to Commute

Delafield, WI 53018 (Required)

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