JOB DETAILS
Insurance Placement Specialist – Commercial Lines
CompanyLegacy Risk Solutions LLC
LocationAtlanta
Work ModeOn Site
PostedJune 12, 2026
About The Company
Legacy Risk Solutions is a Network of Independent Insurance Agencies with a single purpose to provide our clients exceptional insurance solutions. Our mission is to meet and surpass our client’s expectations and create unprecedented client loyalty. For over 100 years, we have served communities throughout Georgia and South Carolina.
Through our collaborative efforts, we use our combined size and clout in the marketplace to better serve our clients. With the power of Choice, we can offer a variety of carriers, coverages, and services as we tailor our decisions to find the right solution for our client’s needs. Our brokerage and consulting strategies provide solutions for employee benefits, property and casualty and personal risk nationwide.
Our belief is to allow each agency to make local decisions as well as embrace and promote the heritage they have created. While affiliated with Legacy Risk Solutions, we strongly believe in maintaining local identity and building on the reputations of our partners. The goal is simple: provide more access to resources and technology to provide more choices and better solutions for our clients.
About the Role
Description
The Marketing Specialist markets both new and renewal business by performing the following duties.
Essential Duties and Responsibilities
- Works with Account Managers and Producers to determine client quoting needs.
- Works with multiple insurance companies to obtain quotes for various lines of business.
- Submits detailed client information into the database to obtain accurate rates.
- Reviews quotes for endorsements, exclusions, and subjectivities.
- Reviews firm quotes for accuracy before sharing with the producer or client.
- Generates proposals for clients.
- Binds coverage once sold.
- Explains proposal information to the Account Manager and/or Producer, including carrier specifics related to the client’s overall needs.
- Works with carrier marketing representatives and underwriters to learn and understand appetite, new products, and latest offerings.
- Schedules and/or participates in periodic meetings with marketing representatives to stay informed on products being offered.
- Participates in webinars and learning opportunities related to system updates or product changes.
- Performs other related duties and responsibilities as assigned.
Requirements
- High school diploma or equivalent required.
- 2–4 years of independent agency experience in commercial lines.
- Excellent oral and written communication skills.
- High level of accuracy, attention to detail, and strong time management skills.
- Intermediate proficiency in Microsoft Office (Excel, Word, PowerPoint).
- Professional self-starter with the ability to work independently and as part of a team.
- Self-motivated and able to manage multiple tasks with minimal guidance.
- Deadline and detail-oriented with strong problem-solving and analytical skills.
Key Skills
Oral CommunicationWritten CommunicationAccuracyAttention To DetailTime ManagementMicrosoft ExcelMicrosoft WordMicrosoft PowerPointSelf-StarterTeamworkSelf-MotivatedProblem-SolvingAnalytical Skills
Categories
SalesMarketingAdministrative
Job Information
📋Core Responsibilities
The Marketing Specialist is responsible for marketing new and renewal commercial lines business by obtaining quotes from multiple insurance companies and submitting detailed client information for accurate rate generation. This role also involves reviewing quotes, generating client proposals, binding coverage, and staying informed on carrier offerings through meetings and training.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
137
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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