Benefits:

Competitive salary

Dental insurance

Health insurance

Paid time off

Vision insurance

Bonus based on performance

Employee discounts

Opportunity for advancement

Wellness resources

About Us:

Fortitude Insurance Solutions is a dynamic and client-focused insurance agency dedicated to providing top-tier personalized services. We are looking for a highly organized and detail-oriented Insurance Placement Assistant to support our daily operations and ensure smooth workflow within our office.

Job Overview:

As a Placement Assistant, you will support our producers and marketing team in placing insurance accounts. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with clients and insurance carriers, and is committed to providing outstanding customer service. Urgency, Organization and Efficiency are key qualities for this role.

Key Responsibilities:

Assist in the marketing of new and renewal accounts to carriers

Prepare applications, proposals, and presentations for clients and underwriters

Obtain and review quotes and policy documents

Communicate with underwriters to clarify risk information and negotiate terms

Maintain accurate records in the agency management systems

Support account managers and producers with various administrative tasks

Track submissions and follow up with carriers as needed

Ensure compliance with company policies and industry regulations.

Help maintain a paperless office through electronic document management.

Perform other administrative duties as needed by the Marketing Manager.

Qualifications & Skills:

Prior experience in a marketing/placement role within an insurance agency.

Florida 2-20 License (preferred).

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, OneDrive).

Experience with AMS360, InsuredMine and DocuSign (preferred).

Familiarity with commercial lines coverage (GL, WC, Commercial Auto, Commercial Property, etc.)

Strong attention to detail and ability to maintain accurate records.

Excellent verbal and written communication skills.

Customer service-oriented with a professional demeanor.

Ability to multi-task and prioritize in a fast-paced environment.

Fluency in English; Spanish proficiency is a plus.

Team player with a proactive attitude

Work Environment:

In-office position with a professional and collaborative team.

Prolonged periods of sitting and computer work.

Why Join Us?

Competitive starting salary based on experience.

Health, dental and vision insurance plans offered.

Life insurance and supplemental plans offered.

Paid time off and paid holidays.

Amazing growth opportunities within a supportive work environment.

Collaborative and innovative team environment.

A chance to be part of a well-respected insurance agency that values and rewards professionalism and teamwork.

Apply Today! If you are a motivated and detail-oriented professional looking to advance your career in the insurance industry, we’d love to hear from you!