Risk Placement Specialist - Summit Bridge Partners : Job Details

Only considering applicants with insurance experience. Please read qualifications carefully.

Our client is seeking a strategic, detail-driven Risk Placement Advisor to join their commercial lines team. In this role, you'll collaborate closely with Account Executives to design, market, and place optimal risk solutions for a diverse portfolio of commercial clients. This well-established, family-run agency values collaboration, innovation, and professional growth, and they're looking for someone who shares that mindset.

Here's what sets the agency apart:

• Family-Owned and Operated: As they expand through growth and acquisition of other agencies, they remain proudly independent with no plans to sell to a large, national brokerage.
• Team-Oriented Atmosphere: This experienced team values mutual support and collaboration.
• Career Growth is Encouraged: You'll be supported in pursuing continuing education, licensing, and advanced industry training.
• Evolving Culture: Ideas and input from employees are welcomed to help build and sustain an environment where everyone feels valued.

Key responsibilities include:

• Lead strategy and execution for marketing commercial account renewals to appropriate insurance carriers
• Prepare and submit high-quality, market-tailored submissions with accurate, complete data
• Collaborate with the service team
• Collect quotes, negotiate terms, and present carrier recommendations with clarity and insight
• Explore alternative risk financing options such as captives, large deductibles, and buy-back programs
• Research and recommend products that offer optimal coverage and pricing
• Build and maintain strong relationships with carrier underwriters and market partners
• Provide detailed coverage comparisons and cost-benefit analyses
• Stay informed on market trends, carrier appetites, and regulatory updates

Qualifications:

• Active Property & Casualty insurance license
• Minimum 5 years of experience in commercial insurance
• Bachelor's degree in Risk Management, Business, Finance, or related field preferred
• Strong technical knowledge and underwriting background
• In-depth understanding of commercial property, casualty, and specialty lines
• Proactive, organized, and able to manage multiple timelines effectively
• Strategic thinker able to communicate clearly and effectively
• Must have a collaborative mentality
• Experience with EPIC agency management system is a plus

Compensation and Benefits:

• Competitive base salary based on experience
• Performance-based bonuses
• Comprehensive benefits package including health, dental, and retirement
• Ongoing professional development and training
• Hybrid work schedule
• Collaborative, supportive work culture where your expertise is valued