Job Description

JOB TITLE: Placement Consultant
JOB TYPE: FLSA Exempt
REPORTS TO: Director of Commercial Marketing
ESSENTIAL DUTIES & RESPONSIBILITIES:
Collaborate with the Service Team to ensure the following processes are completed
Oversee and Manage the Process:
Ensure you have a clear understanding of the new business and renewal accounts assigned to you.
Keep track of all accounts and their respective timelines to ensure timely processing.
Primary Contact with Service Team:
Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination.
Review Submissions to the Insurance Market:
Thoroughly review submissions to ensure accuracy and completeness.
Familiarize yourself with account details to negotiate effectively.
Facilitate Insurance Placement Strategy Calls:
Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account
Submit submissions to market:
Prepare and submit all necessary documentation to the insurance market.
Follow up with markets in a timely manner to ensure progress
Negotiate Coverage, Terms, and Pricing:
Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients.
Explore creative solutions to meet client needs effectively
Review Exposures, Forms, Terms, and Conditions:
Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs.
Provide Quote Comparisons and Proposals:
Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making.
Generate a professional final proposal with the best recommendation(s) for the client
Complete Bind Orders:
Finalize and complete bind orders once terms are agreed upon.
Management Systems:
Maintain Agency Management System and document the placement process
Ongoing Communication:
Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly.
Teamwork
Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to:
Attend Insurance Placement Team meetings as appropriate
Collaborate with producers/account managers and other placement colleagues on market strategy for accounts
Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer
Build and maintain strong working relationships within the insurance market
Participate in carrier meetings to stay informed about current market conditions and appetites
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to development and education of colleagues
Support other offices/regions as needed
Technical Expertise
Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to:
Analyze insurance quotes and recommend terms and conditions
Communicate and negotiate with insurance markets
Utilize carrier online rating programs, as necessary.
Maintain and develop knowledge of policy forms and endorsements
Design insurance program for client based on defined needs
Identify and address any coverage gaps with account service teams and insurance markets
Become a subject matter expert and resource in areas of interest or technical capability
REQUIREMENTS:
Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license
Minimum of 4-6 years of experience in middle market Business Insurance
Demonstrate ability to multi-task and prioritize work effectively
Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies.
Demonstrate proactive work style
Ability to learn, analyze and comprehend various business lines of insurance.
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness
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: .
#MMASW

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