Account Placement Specialist
Flow
About Flow
Flow Specialty provides AI-powered placement services for insurance brokerages and agencies. Flow built the world’s first AI Broker Assistant, helping our team place faster, more efficiently, and deliver outstanding results for our clients. From client solicitation to policy issuance (and everything in between), Flow’s AI placement service does it all so our clients can focus on higher value tasks that grow their business.
Our placement service works with our clients’ carriers through APIs, portals, and emails so we can market and re-market without heavy manual burden.
We’re a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and top industry luminaries.
The Role
We are seeking a skilled Insurance Placement Specialist to join us in reshaping the future of our industry. In this role, you'll work as an extension of our clients’ internal teams to help place insurance coverage, communicate with carriers, and support customer service operations. In addition, you will work closely with our product and development teams to help build the AI technology that allows us to deliver accurate and excellent results and scale.
You will be a key player in our growth journey. If you're passionate about leveraging technology to streamline insurance processes, and thrive in a fast-paced startup environment, this role is tailor-made for you.
Primary Responsibilities
- Quoting & Placement Support: Obtain, compare, and present multiple carrier quotes for review by our clients’ account teams. Communicate with underwriters to clarify submission requirements, respond to inquiries, and negotiate terms.
- Proposal Generation: Create high quality client-facing proposals, with quote comparison, analysis and recommendations to our clients.
- Client Relationship Management: Support building and maintaining strong relationships with our clients, understanding their unique needs and business goals.
Requirements
- Strong technical knowledge in General Liability, BOP, Workers' Compensation
- 4-8 years of account placement experience
- Ability to handle multiple accounts and deadlines in a fast-paced environment
- Passionate about a great customer experience
- Technological Savviness is a must
- Go getter – not afraid to roll up your sleeves
What you’ll get:
- Thrive in an exciting hyper-growth startup where your contributions shape the future of insurance
- Competitive compensation and potential for career growth
- If located in the Bay Area, you have the opportunity to work in the heart of innovation at our vibrant office in Mountain View, CA
- Unlimited PTO
- Comprehensive Health, Dental and Vision Benefits
- 401K Retirement Plan
- Option Grants
At Flow, your experience is rewarded with a competitive annual base determined by a variety of factors including : years of experience, market data, location and domain knowledge. Our commitment to recognizing your hard work extends to providing you valuable option grants that contribute to your overall success.