Placement Associate

Review submissions for completeness, accuracy, and carrier readiness.

Identify missing or unclear information and coordinate with sales to resolve gaps.

Ensure submissions meet internal quality standards and carrier requirements.

Assist in marketing accounts to carriers in alignment with placement strategy.

Utilize carrier online rating platforms to support quoting.

Support pricing reviews, coverage comparisons, and basic analysis.

Track carrier responses and follow-ups.

Submit accounts to carriers once approved and monitor progress.

Maintain accurate status updates within Caffeine.

Support bind order preparation and placement documentation.

Maintain accurate records in agency management systems.

Communicate professionally with sales, placement team members, carriers, & brokers.

Escalate coverage or market concerns as appropriate.

Perform other similar tasks as assigned.