Risk Placement Lead, National Accounts

Relation Insurance Services

9d • $110,000 - $190,000

About The Position

The Risk Placement Lead, National Accounts supports the sales process to retain and grow the business for Relation’s largest and most complex commercial lines accounts by providing marketing support that is dependable, accurate, accessible, and driven for success. The individual in this position plays a critical role in partnering with various departments, including sales and service teams, to promote Relation’s products and services to attract new clients and retain existing ones. By developing effective strategies and implementing targeted campaigns, the Risk Placement Lead contributes to the growth and success of the Company.

Requirements

• High School Diploma or equivalent.
• A Property and Casualty License from the state of domicile is required and must be maintained.
• Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business.
• Prior experience acting in a mentor capacity and/or successfully leading a large project team.
• Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel.
• Ability to learn and adapt quickly to new technologies and software.
• In-depth understanding of personal lines of coverage.
• Excellent written/verbal communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers.
• Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines.
• Strong, proactive communications to keep internal and external engagements current.
• Professional and polished presence and communications for virtual or in-person meetings to gain the trust of advisors and clients.
• Must value operating in a collaborative working environment.
• Strong analytical and mathematical skills.

Nice To Haves

• Four-year degree preferred.
• preference given to individuals with insurance designations (e.g., CISR, CIC, CPCU).

Responsibilities

• Proactively solicits new and renewal business from Sales Producers to create trust and frequent use of the National Accounts Placement Team.
• Acts as a resource for carrier information, including appetite guides, carrier brochures, whom to contact, and other important information.
• Mentors regional risk placement team members.
• Trains team members on duties, expectations, standards, and policies.
• Works with the Director of Placement, National Accounts to oversee employees’ day to day activities and implement projects and directives.
• May participate in the hiring process and provide recommendations for new hires.
• Oversees and manages the new hire onboarding process to ensure success of new risk placement associates.
• Holds monthly renewal meetings with Sales Producers and Account Managers to designate accounts that need to be marketed through the Placement Team.
• Reviews applications and obtains additional information from Sales Producers or Account Managers as needed.
• Partners with Sales Producers to ensure the prospect's needs have been met.
• Collaborates and implements a renewal strategy based on potential and existing clients’ risk profiles, market conditions, and carrier options.
• Develops the submission narrative describing risk, losses & controls, target premium, and quote due date.
• Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, brochures, etc.
• Follows up with markets to ensure submissions were received and to inquire whether further information is required.
• Compares quotes received with application and other quotes.
• Prepares and completes proposals.
• Utilizes AMS360 and ImageRight to document the placement process and to collaborate with the service team.
• Engages with insurance carriers to negotiate favorable renewal terms, including premium rates, deductible levels, coverage enhancements, or exclusion negotiations.
• Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service, addressing concerns, and offering additional coverage options or risk management recommendations.
• Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external) to ensure smooth insurance renewal processes and effective communication.
• Adheres to legal and regulatory requirements in the insurance industry, ensuring all renewals comply with applicable laws and regulations.
• Stays up to date on industry trends, market conditions, and new insurance products to provide valuable insights and recommendations to clients (internal and external) during the renewal process.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

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