Sr. Placement Consultant, PC jobs in United States
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Holmes Murphy · 4 weeks ago

Sr. Placement Consultant, PC

Holmes Murphy is a forward-thinking, innovative, and vibrant company looking to add a Sr. Placement Consultant to their Property Casualty team. The role involves managing client service, insurance placement, and collaborating with sales and service teams to ensure client satisfaction.

Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management
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Growth Opportunities

Responsibilities

Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs
Prepare, market new and define renewal business in conjunction with designated sales team
Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted
Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in a courteous and timely manner
Compare requested coverage to the coverage quoted by carriers. Provide notes to Placement Executives for further negotiation and discussion with carriers
Schedules and leads client meetings. Presents turnover meeting materials to service team
Set up new clients in the agency management system (AMS) and other appropriate software. Input policy information in AMS for smooth transition to the Client Experience Team
Provide answers, solutions, or direction to questions or concerns by sales team, service team, prospects and underwriters in a courteous and timely manner
Request and monitor process for the loss summary and experience mod forecast report gets completed
Compare exposure schedules to quotes
Mentors Placement Specialists and Consultants
Coordinates ART Assessments and processes

Qualification

Insurance Designation ARMInsurance Designation CPCUInsurance Designation CRMCommercial agency experienceInsurance placement responsibilitiesAgency management system (AMS)Client service managementCommunication skillsMentoring skillsTeam collaboration

Required

High school diploma; college degree preferred
7+ years' experience preferred in commercial agency or company underwriting performing insurance placement responsibilities
Ability to obtain state-specific license within three months of employment and maintain license in the state of residence or office location by attending continuing education
Insurance Designation (ARM, CPCU, CRM, etc.) required
Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs
Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance
Understands prospect operations, prioritizes information, manages status, and delivers impactful solutions

Benefits

Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k.
Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you.
DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us.
Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities.
Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money.

Company

Holmes Murphy

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Holmes Murphy provides property casualty insurance, employee benefits, captive insurance, risk management, and loss control.

Funding

Current Stage
Late Stage
Total Funding
$11.33M
2019-06-03Series Unknown· $11.33M

Leadership Team

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Clint Gemmill
Vice President, Complex Risk Practice Leader
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Paul Crowley
VP Sales Leader, Employee Benefits
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Company data provided by crunchbase