Sr. Placement Consultant, PC

Holmes Murphy Insurance • Dallas, TX

1d

About The Position

We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX. 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! In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office. Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!

Requirements

• High school diploma; college degree preferred.
• 7+ years’ experience preferred in commercial agency or company underwriting performing insurance placement responsibilities.
• 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.
• Insurance Designation (ARM, CPCU, CRM, etc.) required.
• 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.

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.
• Prepare, market new and define renewal business in conjunction with designated sales team.
• Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted.
• Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in a courteous and timely manner.
• Compare requested coverage to the coverage quoted by carriers.
• Provide notes to Placement Executives for further negotiation and discussion with carriers.
• Schedules and leads client meetings.
• Presents turnover meeting materials to service team.
• 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.
• Provide answers, solutions, or direction to questions or concerns by sales team, service team, prospects and underwriters in a courteous and timely manner.
• Request and monitor process for the loss summary and experience mod forecast report gets completed.
• Compare exposure schedules to quotes.
• Mentors Placement Specialists and Consultants.
• Coordinates ART Assessments and processes.

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: Mid Level
• Education Level: High school or GED