Placement Specialist

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 deadlines 
• Prolonged periods sitting at a desk and working on a computer 
• Single-day regional travel required for client meetings