Placement Specialist
Position Title: Placement Specialist
FLSA Status: Exempt
Position Summary: The Placement Specialist leads the marketing process for Business Insurance renewals.
Job Responsibilities:
*1. 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.
*2. Coordinates and communicates with internal partners throughout the marketing process to
ensure consistently high levels of client service.
*3. Meets with insured prior to renewal to obtain current information and identify exposures.
*4. Determines appropriate markets, carriers, and coverages to quote for client needs.
*5. Sends completed applications to carriers. Answers all carrier requests and questions until
quotes are received.
*6. Completes analysis of quotes and coverages to determine options for proposal.
*7. Meets with insured to present proposal. Provides guidance in coverage selections.
*8. Binds coverage as authorized by the client.
*9. Creates executive summary of renewal to share with internal partners.
*10. Updates Agency Management System with all submission notes and results.
*11. Quotes new lines of coverage mid-term as needed.
12. Performs other specific duties and projects assigned by the Chief Operations Officer.
*Denotes essential job functions
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 Preferred
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
Marsh McLennan Agency LLC, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Marsh McLennan Agency LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
