Senior Placement Manager

EPIC Brokers$95K — $115K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Advanced knowledge of commercial insurance coverages and placement strategies
  • 10+ years of experience in commercial insurance or brokerage
  • Strong negotiation and relationship-management abilities
  • Excellent communication skills, both written and verbal
  • High proficiency in Microsoft Office applications, particularly Excel and PowerPoint
  • Experience with Sagitta, ImageRight preferred
  • Indiana Property & Casualty License (or ability to obtain within 90 days)

Responsibilities

  • Lead the marketing and placement process for complex commercial insurance accounts
  • Negotiate pricing, terms, and coverage with insurance carriers
  • Prepare marketing summaries for new business and renewals
  • Develop premium comparisons and coverage recommendations
  • Maintain relationships with insurance carriers and specialty markets
  • Support the Director of Placement with complex coverage challenges
  • Assist in onboarding and training new placement team members

Benefits

  • Generous Paid Time Off including managed PTO and company-observed holidays
  • Paid parental leave and organ donor leave
  • Employee referral bonus program with $1,500 per hired referral
  • Professional growth programs including mentorship and tuition reimbursement
  • Unique benefits like Pet Insurance and Identity Theft Protection
  • 401(k) matching and wellness programs
  • Collaborative work culture promoting teamwork and inclusivity
Full Job Description
LOCATION: Carmel, Indiana- hybrid 3 days a week

JOB OVERVIEW
The Senior Placement Manager will work closely with the Director of Placement, providing support on complex placement matters and recommending coverage and market solutions that enhance client outcomes. This role collaborates with Producers, Team Leads, Client Managers, and carrier partners to develop and secure competitive insurance solutions aligned with client objectives and risk management strategies. Serving as a technical resource within the placement team, the Senior Placement Manager applies deep market expertise to successfully place complex and challenging risks.

WHAT YOU'LL DO:

Marketing & Placement Execution
• Lead the marketing and placement process for large and complex commercial insurance accounts.
• Submit applications and coverage requests to appropriate insurance markets.
• Negotiate pricing, terms, conditions, and coverage with insurance carriers.
• Review carrier quotations to ensure alignment with requested coverage and client objectives.
• Rate coverage through carrier portals when appropriate.
• Bind coverage with selected carriers and notify participating markets of final decisions.
• Develop creative solutions for difficult or complex placements.

Proposal Development
• Prepare and deliver new business and renewal marketing summaries.
• Develop premium comparisons and coverage recommendations.
• Assist producers, team leads, and client managers in evaluating placement alternatives.
• Support remarketing efforts for existing accounts

Carrier Relationship Management
• Develop and maintain strong relationships with insurance carriers, wholesalers, and specialty markets.
• Stay informed on carrier underwriting appetites, market conditions, industry trends, and emerging coverage solutions.
• Participate in carrier meetings and maintain strong working relationships with carrier partners.
• Leverage market relationships to maximize coverage options and negotiate favorable outcomes for clients.
• Serve as a resource to internal teams regarding market intelligence and coverage expertise.

Collaboration
• Support the Director of Placement in addressing coverage and placement challenges, ensuring timely resolution and strong client and carrier outcomes.
• Partner with Producers, Team Leads and Client Managers throughout the placement process.
• Support Placement Managers and Specialists on larger or more complex accounts.
• Share market knowledge and technical expertise with team members.
• Assist in onboarding and training new placement team members as appropriate.

WHAT YOU'LL BRING:
• Advanced knowledge of commercial insurance coverages, placement strategies, and risk-transfer concepts.
• Demonstrated experience placing complex middle-market and large commercial insurance accounts.
• Strong negotiation and relationship-management skills.
• Excellent written, verbal, and presentation communication skills.
• High proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
• Experience with Sagitta, ImageRight, and carrier rating platforms preferred.
• Ability to manage multiple priorities while maintaining a high level of service and accuracy.
• Strong analytical, organizational, and problem-solving skills.
• Professional and collaborative approach to working with internal and external partners.
• Bachelor's degree required.
• Minimum of 10 plus years of commercial insurance, brokerage, underwriting, or placement experience.
• Experience supporting, mentoring or coaching staff strongly preferred.
• Indiana Property & Casualty License required or must be obtained within 90 days of hire.
• Insurance industry designations (CIC, CRM, ARM, CPCU, etc.) preferred.
• Ability to travel for carrier, client or team meetings as needed.

COMPENSATION:

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women's Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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