Placement Specialist

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. Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets. Review insurance policies and contracts and make recommendations for improvement. 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 Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary. Maintain familiarity and working relationship with various insurance companies and wholesalers. Handle confidential and non-routine information. Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process. Abide by and maintain all licensing requirement, including continuing education. Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile. Work independently and within a team on special and nonrecurring and ongoing projects. Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs. Requirements Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills. Able to work with minimum supervision; able to accept directions given assignments Proficient with MS Office Products, Placement including a high knowledge of Excel and Word. 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. 3-5 years relevant insurance experience required, with an emphasis on middle to large market placements. Must currently hold an applicable insurance license Experience with Epic a plus. College degree preferred. Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred Core Competencies Demonstrates expertise in property and casualty insurance processes, including exposure analysis, coverage negotiation, and proposal preparation. Proficient in utilizing MS Office, particularly Excel, for data analysis and financial modeling, while maintaining strong communication and organizational skills. Highest-signal resume keywords Insurance License Property And Casualty Insurance Excel Proficiency Proposal Presentation Creation Middle To Large Market Experience ATS Optimization Keywords Hard Skills Exposure Analysis Coverage Negotiation Insurance Specifications Acord Applications Loss Summaries Financial Modeling Coverage Gap Analysis Document Accuracy Market Knowledge Broker/Agent Experience Soft Skills Communication Skills Interpersonal Skills Organizational Skills Customer Service Skills Adaptability Certifications & Qualifications CRM CISR CIC AAI ARM CPCU Industry Keywords Insurance Policies Client Advisors Account Service Team Risk Resources Confidential Information Tools & Technologies MS Office Epic #J-18808-Ljbffr Jobtailor