Commercial Placement Technician at JAMES P REAGAN AGENCY INC

Fuel the Future of Commercial Insurance: Join Us as a Placement Technician

Are you a detail-driven professional with a knack for navigating complex data, supporting dynamic teams, and making precision your superpower? We’re looking for a Placement Technician to join our Commercial Lines department—a behind-the-scenes powerhouse who thrives on accuracy, collaboration, and delivering top-tier service.

This isn’t just a desk job. It’s a hands-on opportunity to become the go-to expert for researching insurance solutions that protect businesses and empower clients. If you love working with data, juggling multiple priorities, and being the backbone of a high-performing team, we want to meet you.

Why you'll love working here

We’re proud to be recognized as a CNY Best Place to Work and an Economic Champion. Our culture is built on Integrity, Accountability, and Transparency—and we’re serious about helping our people grow. As a Placement Technician, you’ll be part of a collaborative environment where your contributions directly support client success and team excellence.

You’ll work alongside Risk Consultants, Marketing Specialists, and Client Service pros to deliver smart, strategic insurance solutions. Your work will shape the way we serve our clients—and the way we lead in the industry.

Ready to turn your technical skills into impact? Let’s build something great together.

Key Relationships:  Risk Consultants, Commercial Marketing Specialists, Commercial Marketing Associates, Commercial Client Specialists, Agency Clients, Insurance Carriers 

Job Duties

Supporting the Commercial Lines Team:

o Secure quotes or indications for Cyber and Employment Practices Liability (EPL) policies upon request.

o Obtain flood insurance quotes when requested.

o Process and enter information for new business accounts.

o Maintain and update contact information for commercial lines.

o Prepare and roll forward comparisons and proposals as needed.

o Bind insurance accounts upon request.

o Serve as the go-to expert for the Applied Risk Utility tool.

o Research COPE (Construction, Occupancy, Protection, Exposure) information.

o Perform replacement costs estimators of insured property.

o Perform other duties and assist with various projects to support the department.

Workflow Management:

o Ensure all necessary coverage checklists are completed accurately and timely.

o Conduct and manage surveys related to cyber risk assessments.

o Manage the process for following-up on Cyber loss control assessments.

o Research and enter industry classification codes into the system.

Support Functions:

o Support other departments for any necessary projects

o Occasional back-up role to Receptionist for front desk coverage

· Other duties as assigned by management

 Behavioral Competencies

Accountability

• Accepts responsibility for delivering assigned goals and deliverables
• Has ability to multi-task and prioritize workload 

Growth & Improvement

• Takes initiative – motivated and  willingness to further career development
• Actively seeks opportunities to increase industry knowledge 
• Begin to build strong relations with carriers including the Marketing Reps and the Underwriting Team.

Basic Qualifications

• Associate’s Degree preferred
• Intermediate to advanced skills in navigating the Microsoft Office suite, especially Word and Excel.
• Previous experience in the insurance industry preferred

Knowledge, Skills, and Abilities

· Excellent verbal and written communication skills

· Detail Oriented 

· Able to work successfully independently and on a departmental work team

· Positive approach to all aspects of the job, department, and Agency

· Experience with Applied Epic preferred 

Compensation details: 43500-53500 Yearly Salary

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