Commercial Insurance Placement Specialist

The Placement Specialist leads the marketing process for renewals within the Risk Management Unit.

• Leads the renewal process, adhering to the established renewal workflow and timelines. Recommends changes to the renewal process that will result in greater internal efficiency and excellent customer service.
• Coordinates and communicates with internal partners throughout the marketing process to ensure consistently high levels of client service.
  • Meets with insured prior to renewal to obtain current information and identify exposures.
  • Determines appropriate markets, carriers, and coverages to quote for client needs.
  • Sends completed applications to carriers. Answers all carrier requests and questions until quotes are received.
  • Completes analysis of quotes and coverages to determine options for proposal.
  • Meets with insured to present proposal. Provides guidance in coverage selections.
  • Binds coverage as authorized by the client.
  • Creates executive summary of renewal to share with internal partners.
  • Updates Agency Management System with all submission notes and results.
  • Quotes new lines of coverage mid-term as needed.
  • Performs other specific duties and projects assigned by the Chief Operations Officer.

The duties and responsibilities described are not a comprehensive list. Additional tasks may be assigned to the employee and the scope of the job may change as necessitated by business demands.

• Education:
  
  At least 5 years of related experience preferred
• Work Experience:
  
  Related experience preferred
• Professional Certifications/Licenses: P&C License
• Knowledge, Skills and Abilities:
  
  Ability to understand and analyze commercial lines coverage, markets, forms, and policies; above average mathematical skills; strong attention to detail and accuracy; strong organizational skills and ability to manage deadlines; strong verbal and written communication skills; working knowledge of computers and MS Office products; working knowledge of Sagitta agency management system preferred

• Environment in which constant deadlines exist
• Must be available to work outside of regularly scheduled hours if necessary to meet client needs and deadlines
• Prolonged periods sitting at a desk and working on a computer
• Single-day regional travel required for client meetings

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: