Placement Consultant, PC

Holmes Murphy Insurance • Madison, WI

1d • Onsite

About The Position

We are looking to add a Placement Consultant to join our Property Casualty team in Madison, WI. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Requirements

• High school diploma
• 5 plus years’ experience in the insurance industry required.
• Ability to obtain state-specific license within three months of employment and maintain license in the state of residence or office location by attending continuing education.
• Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs.
• Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance.
• Understands prospect operations, prioritizes information, manages status, and delivers impactful solutions.

Nice To Haves

• college degree preferred.
• Experience in agency setting preferred.
• Expectation to have obtained at least one Insurance Designation (ARM, CPCU, CRM, etc.)

Responsibilities

• Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs.
• Develop applications from raw data, such as current policies or specifications and information available on the internet.
• Create and set up loss histories using Excel software from gathered information.
• Run building valuations.
• Set up new clients in the agency management system (AMS) and other appropriate software. Input policy information in AMS for smooth transition to the Client Experience Team.
• Request and monitor process for the loss summary and experience mod forecast report gets completed.
• Compare requested coverage to the coverage quoted by carriers for further negotiation and discussion with underwriters.
• Schedules and leads client meetings.
• Presents turnover meeting materials to service team.
• Provide answers, solutions, or direction to questions or concerns by sales team, service team, prospects and underwriters in a courteous and timely manner.

Benefits

• health, dental and vision
• Paid Parental Leave and supportive New Parent Benefits
• Company paid continuing Education & Tuition Reimbursement
• 401k Profit Sharing
• Generous time off practices in addition to paid holidays
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
• Inclusion & Belonging Programs
• Consistent merit increase and promotion opportunities
• Discretionary bonus opportunity

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED