Job Details

Panorama Insurance Associates, Inc. is a leading force in the insurance industry, combining the trusted relationships and reputation of the past with the innovation and technology of the future. We provide transformative solutions that empower agents, clients, and carriers to thrive in a rapidly changing marketplace. Guided by an inclusive and collaborative approach, we are committed to being the premier partner for building and growing business across the industry. At our core, we invest in people- fostering careers in a supportive environment built on respect, growth, and shared success. This is a hybrid position in Roseville, CA.

Placement Specialist Job Purpose & Position Overview:

The Placement Specialist will proactively input data provided on insurance applications into carrier websites to obtain quotes. They will be the intermediary of all communication between the carriers and agents pertaining to submission until the account is closed or bound.

Responsibilities:

• Utilize strong interpersonal & communication skills to maintain and enhance relationships with existing clients, agents, company representatives, and co-workers
• Obtain Acord application, conduct research, analyze facts, prepare necessary documents, and ensure accurate submission of applications to carriers
• Promptly send quotes to Agent/Marketing Associate for review
• Track, save and reply to emails from Agents/Marketing Associates and Underwriters
• Bind coverage upon approval of insured
• Accurately save documents and update company system
• Represent the company with a positive, ethical, timely and professional attitude over the phone, in writing, and in person at all times
• Multi-task in an ever-changing environment, while balancing collaboration with autonomy
• Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice

• High school diploma (or equivalent) required
• Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)

• Prolonged periods of sitting or standing to perform computer-based tasks.
• Occasionally lifting or carrying items up to 10 pounds.

• Applicable state required Property & Casualty License within one year of hire.

• Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
• Dental: PPO plans with an option for no employee premium cost
• Vision: PPO plan with no employee cost
• FSA Account: Available for Medical and Dependent Care
• HSA Account: Panorama contributes $1000 annually to qualified accounts
• Commuter Benefits: Up to $600 per month contribution
• Long-Term & Short-Term Disability: At no cost to the employee
• Life and AD&D: At no cost to the employee and Voluntary Life is also available
• Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan
• Identity Theft: Provided at no cost for employee coverage
• EAP: At no cost to anyone in the household
• 401k: With a match of 100% up to 5% of your earnings
• PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
• Paid Holidays: 12 paid holidays annually
• Flexible Work Options: Remote, hybrid and in-office possibilities
• Professional Development, licensing/accreditation, and growth plans