Placement Manager, Innovation & Small Business
About The Position
The Placement Manager services client needs promptly and efficiently by preparing client requests for proposals, claim reports, renewal details, and client data for marketing efforts to identify alternative coverage and plans. The role maintains knowledge of the insurance marketplace and relationships with key underwriters, assesses client needs, designs coverage solutions, and negotiates with insurance carriers. The manager markets typically higher-complexity new and renewal business, identifies suitable carriers, submits applications for quotes, negotiates rates and policy terms, and prepares insurance proposals. The role also stays current on industry developments, products, coverage, and technology; maintains a professional demeanor; and attends company, educational, carrier, staff, and networking events when requested. Other duties may be assigned as organizational needs arise. The position description is not a contract, and requirements may be subject to reasonable accommodation for medical or religious reasons.
Requirements
- Active insurance license required.
- Bachelor’s degree preferred and/or 7+ years of work-related experience.
- Ability to prepare written correspondence, reports, and analyses for clients and associates in a timely manner.
- Ability to analyze situations, identify problems, recommend solutions, and evaluate outcomes.
- Demonstrated presentation and negotiation skills.
- Exceptional writing and communication skills.
- Ability to multitask, meet deadlines, and thrive in a fast-paced environment.
- Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.
Nice To Haves
- Experience in an agency environment.
Responsibilities
- Prepare client requests for proposals, including claim reports and renewal details, and prepare client data for marketing efforts to find alternative coverage and plans.
- Maintain thorough knowledge of the insurance marketplace and develop and maintain significant relationships with key underwriters.
- Evaluate qualified companies in the marketplace.
- Assess client needs, design solutions, and negotiate with insurance carriers to obtain appropriate coverage plans.
- Market typically higher-complexity new and renewal client business to a variety of insurance carriers.
- Identify appropriate carriers, submit applications for quotes, negotiate favorable rates and terms and conditions, and prepare insurance proposals.
- Stay current on industry news, products, coverage, and technology.
- Maintain a professional and appropriate demeanor.
- Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested.
- Perform other duties as assigned to support the organization.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
