Placement Consultant

Placement Consultant

Collaborate with the Service Team to ensure the following processes are completed. Oversee and manage the process by ensuring a clear understanding of new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing.

Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively.

Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account. Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress.

Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively. Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs.

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. Finalize and complete bind orders once terms are agreed upon. Maintain Agency Management System and document the placement process.

Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Act as a collaborative member of the Agency to ensure superior service to all MMA clients. 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.

Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including analyzing insurance quotes and recommending 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.

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.