Commercial Insurance Placement Specialist

Commercial Insurance Placement Specialist
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.
Flexible Workplace
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.
YOUR ROLE
The Small Commercial Placement & Service Specialist is responsible for managing the placement of small commercial risks with insurance carriers on behalf of retail agents. This role includes both securing new business and servicing an existing book by assisting with renewals, endorsements, and general policy maintenance. The ideal candidate will have a strong understanding of carrier appetites, underwriting guidelines, and agency workflows to ensure a seamless experience for agents and their clients.
WHAT YOU'LL DO
New Business Placement:

• 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.

Servicing Existing Book of Business:

• 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.

Agent Support & Relationship Management:

• 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.

Operational Excellence & Compliance:

• 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.

SKILLS AND QUALIFICATIONS

• 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.

PHYSICAL REQUIREMENTS

• 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.

BENEFITS
We offer competitive compensation and progressive benefits that include:

• Medical, Dental and Vision
• Disability and Life Benefits
• Flexible PTO Policy
• 401K with a company match
• Employee Assistance Program
• Parental Leave

Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference regularly and hold all - hands "Waddles" regularly.
Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.
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 believes in inclusion. That's why we're proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.
If you are an applicant who resides in the state of California, please review our Employee Privacy Notice here.