Placement Specialist, PC

Holmes Murphy Insurance • Waukee, IA

4d • Onsite

About The Position

We are looking to add a Placement Specialist to join our Property Casualty team in Waukee, IA. 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

• 2+ 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.

Responsibilities

• Independently perform the daily tasks required to efficiently manage prospects which includes placement of insurance for assigned Prospects.
• Schedule Opportunity Calls, Dictate Notes and Post.
• Create Service Team document in preferred format and place in ImageRight.
• Develop applications from raw data, such as current policies or specifications and information available on the internet.
• Prepare Broker of Record letters, NCCI requests, Loss Run request letters.
• Provide Placement Consultants required list of information, after comparing it to the information provided by the sales team.
• Set up new prospects in the agency management system (AMS) and other appropriate software.
• Input policy information in AMS for smooth transition to the Client Experience Team.
• Prepare submissions to include applications and various support documents, including any Captive documents.
• Provide answers, solutions, or direction to questions or concerns by sales team, service team, prospects and underwriters in a courteous and timely manner.
• Pull coverage forms from carrier sites.
• Compare exposure schedules to quotes.
• Assist with preparing coverage proposal and premium comparisons.
• Maintain effective communications with company underwriters and prospective Prospects.
• Participates in team meetings and initiatives.

Benefits

• 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
• DE&I programs
• Consistent merit increase and promotion opportunities
• Discretionary bonus opportunity

What This Job Offers

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