Placement Specialist

Reposted Yesterday
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Congress, AZ
In-Office
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
The Placement Specialist leads the marketing process for renewals, coordinates internal communication, analyzes quotes, and presents proposals to clients.
Summary Generated by Built In
Company:Marsh McLennan Agency

Description:

Position Title: Placement Specialist

FLSA Status: Exempt

Position Summary:   

The Placement Specialist leads the marketing process for renewals within the Risk Management Unit.

Job Responsibilities: 

  • 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. 
  • 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 to manage 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 deadline
  • 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: http://marshmma.com/careers

Top Skills

MS Office
Sagitta Agency Management System
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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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