Strategic Placement Specialist

Job Summary:   

The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery and seamless communication.   

   Responsibilities:  

• Timeline & Process Management: Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.  

• Communication: Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets. 

• Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.  

• Submission Preparation: Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc  

• Data Analysis: Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.  

• Market Relationships: Maintain familiarity and working relationship with various insurance companies and wholesalers.  

• Confidentiality: Handle confidential and non-routine information.  

• Carrier Systems and Comparative Rating Tools: Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.  

• Licensing Compliance: Abide by and maintain all licensing requirement, including continuing education. 

• Professional Development: Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.

• Coverage Analysis & Strategy: Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile. 

• Project Work: Work independently and within a team on special and nonrecurring and ongoing projects. 

• Risk Resource Engagement:Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs. 

Qualifications: 

• 3-5 years relevant insurance experience required, with an emphasis on middle to large market placements. 

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills. 

• Able to work with minimum supervision; able to accept direction on given assignments 

• Proficient with MS Office Products, Placement including a high knowledge of Excel and Word. 

• Experience with Epic a plus. 

• Strong organizational skills and ability to handle multiple tasks and prioritize work. 

• Demonstrated flexibility and adaptability to changing priorities and deadlines. 

• Strong attention to detail to ensure document accuracy. 

• Able to work effectively in a team environment with strong customer service skills. 

• Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets. 

• Strong knowledge of all basic applicable insurance coverages. 

• Proficient in creating the proposal presentation documents that we identify as required documents 

• College degree preferred. 

• Must currently hold an applicable insurance license 

• Pursuit of a professional designation– CRM, CISR, CIC, AAI, ARM, CPCU - preferred