Property Placement Consultant

Job description

Property Placement Consultant

Essential Duties & Responsibilities:

Collaborate with the Service Team to ensure the following processes are completed:

Oversee and Manage the Process:

Ensure you have a clear understanding of the new business and renewal accounts assigned to you.

Keep track of all accounts and their respective timelines to ensure timely processing.

Primary Contact with Service Team:

Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination.

Review Submissions to the Insurance Market:

Thoroughly review submissions to ensure accuracy and completeness.

Familiarize yourself with account details to negotiate effectively.

Facilitate Insurance Placement Strategy Calls:

Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account

Submit submissions to market:

Prepare and submit all necessary documentation to the insurance market.

Follow up with markets in a timely manner to ensure progress

Negotiate Coverage, Terms, and Pricing:

Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients.

Explore creative solutions to meet client needs effectively

Review Exposures, Forms, Terms, and Conditions:

Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs.

Provide Quote Comparisons and Proposals:

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

Create schematics for shared/layered programs

Create other presentations as needed

Bind Orders:

Finalize and complete bind orders once terms are agreed upon.

Review binder and invoices for accuracy.

Management Systems:

Understand Agency Management System and document the placement process

Ongoing Communication:

Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly.

Teamwork:

Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to:

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

Technical Expertise:

Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to:

Analyze insurance quotes and recommend terms and conditions

Communicate and negotiate with insurance markets through strategy

Ability to pivot when faced with challenges

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

Requirements:

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, prioritize work effectively with little to no direction.

Proficient at Sagitta, EPIC, Word, Excel, and current internet technologies.

Demonstrate proactive work style

Ability to learn, analyze and comprehend various lines of insurance and communications

Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness

Worksite address

baton rouge, LA, 70873, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.