What are the responsibilities and job description for the Commercial Insurance Placement Specialist - Hybrid in Dublin, Ohio position at Bold Penguin, Inc.?
- Review small commercial insurance submissions and determine the best carrier placement.
- Work with carriers to obtain quotes, negotiate terms, and bind coverage.
- Provide retail agents with guidance on carrier appetites, underwriting requirements, and submission best practices.
- Manage renewals by proactively reviewing policies, obtaining updated quotes, and securing coverage.
- Process policy changes, endorsements, and cancellations as requested by agents.
- Assist with claims inquiries and liaise with carriers to resolve service-related issues.
- Maintain accurate records and documentation within agency management systems.
- Act as a trusted advisor to retail agents, ensuring a smooth placement and servicing experience.
- Provide training and support on carrier guidelines, technology platforms, and process efficiencies.
- Foster strong relationships with both agents and carrier partners to drive business growth.
- Utilize insurance technology platforms to streamline quoting, submissions, and policy management.
- Ensure compliance with carrier requirements, state regulations, and internal procedures.
- Track and report key performance metrics to identify opportunities for improvement.
Flexible Workplace for Hybrid Roles
This role is a flex office/home role and comes with the expectation you will engage onsite a certain number of working days per month, in our brand-new office located in Dublin, Ohio, with your Bold Penguin colleagues and customers. On-site workdays will be managed at the team level to maintain an environment focused on work-life balance, innovation velocity, and the delivery of exceptional customer experiences.
In this role, you will be expected to work 20% of working days per month (4 days per month on average) in the office. This is a minimum expectation. All employees are welcome to work in the office as much as they like. Applicants must be local (within 35 miles) to Dublin, Ohio.
Skills & Experience
- Experience in commercial insurance placement, underwriting, or servicing, with a focus on small commercial risks.
- Strong knowledge of carrier markets, underwriting guidelines, and coverage options.
- Excellent communication and problem-solving skills to support agents and carriers effectively.
- Ability to multitask and manage multiple accounts in a fast-paced environment.
- Proficiency in insurance technology platforms, comparative raters, and agency management systems.
- Insurance designations (CIC, CPCU, AU, or similar) are a plus.
- Must be able to sit/stand/walk for prolonged periods of time, (up to 8 hours per day) at a desk working on a computer.
- Must be able to use standard office equipment for extended periods of time, including but not limited to, a mouse, keyboard, phone and video conferencing.
- Occasionally required to stoop, kneel, bend, crouch and lift and carry up to 50 pounds.
- Must be able to access and navigate the corporate office.
The expected starting salary range for this role at Bold Penguin is $50,000 to $75,000. This position offers a competitive salary range that may vary based on experience and qualifications.
Bold Penguin is a leading integrated digital solution platform dedicated to simplifying small commercial insurance. Our technology makes the quote and bind process quick, effortless, and profitable for all parties - agents, brokers, and carriers. Bold Penguin’s innovative product suite has digitized and transformed a slow, manual process resulting in reduced costs, increased efficiency, and better overall outcomes. For more information, please visit www.boldpenguin.com.
Or, simply put…. We simplify commercial insurance.
Benefits
- Medical, Dental, and Vision
- Flexible PTO Policy
- 401(k) with a company match
- Employee Assistance Program
- Parental Leave
- Disability and Life Benefits
Salary : $50,000 - $75,000
