Job Description
Position Summary:
The Placement Specialist leads the marketing process for renewals within the Risk Management Unit.
Job Responsibilities:
*1. 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.
*2. 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:
College degree preferred
Work Experience:
At least 5 years of 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 details and accuracy
- Strong organizational skills and ability tomanage deadlines
- Strong verbal and written communication skills
- Working knowledge of computers and MS Office products; working knowledge of Sagitta agency management system preferred
Special Job Conditions:
- 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: .
Job Tags
Work experience placement,