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Placement Consultant
Location:
US-TX-Dallas
Jobcode:
2501058
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JOB TITLE:
Commercial Placement Consultant

JOB TYPE:
FLSA Exempt

REPORTS TO:
Director of Commercial Marketing



ESSENTIAL DUTIES & RESPONSIBILITIES:

Collaborate with the account team ensure the following processes are completed:
Oversee and manage the insurance placement process for new and renewal accounts as assigned
Facilitate Insurance Placement Strategy Calls with the account team
Primary contact with internal account team during the insurance placement process
Complete submissions to the insurance market
Negotiate coverage, terms and pricing with the insurance market
Review forms, terms and conditions, as received
Provide quote comparisons
Complete bind orders
Ongoing communications with the team during the insurance placement process
Review required applications for submission accuracy


Teamwork

Function as team member of the Agency to ensure superior service to all MMA Clients. These activities include but are not limited to:
Attend Insurance Placement Team meetings as appropriate
Work with producers/account managers and other placement team personnel on market strategy for accounts
Communicate between company, account executive, client and producer as to the status of the Insurance Placement process and daily correspondence
Creates and maintains strong working relationships within the insurance market
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to development and education of colleagues
Supports other offices/regions as needed


Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program and lead the insurance placement process, including, but are not limited to:
Analyze insurance quotes and make recommendations of terms and conditions
Communicate and negotiate with insurance markets
Utilize carrier online rating programs, as necessary.
Understand the current insurance market conditions
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 subject matter expert and resource in area of interest or technical capability


REQUIREMENTS:

Licensed: Texas P&C Agent or able to obtain Texas P&C license
Minimum of 4-6 years of middle market Business Insurance Experience
Demonstrate ability to multi-task and prioritize work
Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies.
Demonstrate proactive work style
Ability to learn, analyze and comprehend business lines of insurance.
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness


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: (link removed)

Marsh McLennan

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