Now Hiring - Marsh & McLennan Agency, LLC - Placement Consultant in Rollingwood, TX

Full description of the position

JOB TITLE: Placement Consultant JOB TYPE: FLSA Exempt *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 Complete Bind Orders: * Finalize and complete bind orders once terms are agreed upon. Management Systems * Maintain 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 * Utilize carrier online rating programs, as necessary. * 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 and prioritize work effectively * Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. * Demonstrate proactive work style * Ability to learn, analyze and comprehend various business lines of insurance. * Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising 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: _[please apply online] .