Commercial Placement Technician

Commercial Placement Technician

We are seeking a detail-oriented and proactive Commercial Placement Technician to join our dynamic Marketing team. This role offers an excellent opportunity to contribute to our organization's success by providing essential administrative and technical support, ensuring seamless operations and client service excellence.

Key Responsibilities:

• Secure insurance quotes and process new business accounts efficiently

• Maintain accurate and up-to-date client information in the system

• Assist with preparing proposals and supporting documentation

• Manage workflow tasks such as coverage checklists and cyber risk surveys

• Conduct research to support underwriting and risk assessment activities

• Provide cross-departmental support to facilitate organizational needs

• Offer occasional front desk coverage to ensure smooth office operations

• Perform other duties as assigned by management to support team objectives

Skills and Qualifications:

• Proven experience in insurance, marketing, or administrative support roles

• Strong organizational and time management skills

• Excellent communication and interpersonal abilities

• Proficiency in Microsoft Office Suite and relevant insurance software

• Ability to handle multiple tasks with attention to detail

• Knowledge of insurance products, coverage options, and underwriting processes is preferred

• Ability to work collaboratively within a team environment

• Professional demeanor with a customer-focused approach

Our organization values a collaborative and innovative culture that encourages growth and development. We offer a supportive work environment with opportunities for professional advancement, along with competitive benefits. Join us and be part of a team dedicated to excellence and client satisfaction.

Requirements:

Behavioral Competencies

• Growth-oriented, coachable and adaptable
• Ability to think through situations and learn new concepts at a reasonable pace
• Ability to connect the dots rather than repeat instructions
• Curious, asks why, notices details that matter
• Comfortable with technology and new systems
• Proficiency with Excel
• Humble, grounded, open about mistakes
• Takes ownership of work, consistent and dependable
• Positive, professional, respectful, approachable

Knowledge, Skills, and Abilities

• Excellent verbal and written communication skills
• Detail Oriented
• Able to work successfully independently and on a departmental work team
• Positive approach to all aspects of the job, department, and Agency
• Experience with Applied Epic preferred

Compensation details:
Yearly Salary