Sr. Placement Consultant, PC

Holmes Murphy Insurance • Dallas, TX

11d

About The Position

Holmes Murphy is seeking a Sr. Placement Consultant to join its Property Casualty team in Dallas, Texas. The role independently manages day-to-day client service for assigned clients, including renewal marketing, insurance placement, and responding to client service needs. The consultant works with the designated sales team to prepare and market new and renewal business, coordinates with carriers and internal teams, supports client meetings and smooth policy transitions, and mentors Placement Specialists and Consultants.

The position requires applying insurance principles to consult with clients and support their strategic needs. It also involves contributing to workflows, processes, and deliverables; using agency systems to provide a strong client experience and ensure compliance; understanding prospect operations; prioritizing information; managing status; and delivering solutions. The role is based in Dallas, TX.

Requirements

• High school diploma.
• Ability to obtain a state-specific license within three months of employment and maintain a license in the state of residence or office location through continuing education.
• Insurance designation required, such as ARM, CPCU, or CRM.
• 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.
• Seven or more years of experience preferred in commercial agency or company underwriting performing insurance placement responsibilities.

Responsibilities

• Independently manage assigned clients’ daily service needs, including renewal marketing, insurance placement, and timely responses to client requests.
• Prepare and market new and renewal business in conjunction with the designated sales team.
• Maintain organized marketing files using appropriate software, including clear and accurate information to support policy issuance and written order letters documenting changes.
• Respond courteously and promptly to questions or concerns from sales and service teams, clients, prospects, and underwriters, providing answers, solutions, or direction.
• Compare requested coverage with carrier quotes and provide notes to Placement Executives for further negotiation and discussion with carriers.
• Schedule and lead client meetings and present turnover meeting materials to the service team.
• Set up new clients in the agency management system (AMS) and other appropriate software, and enter policy information in AMS to support transition to the Client Experience Team.
• Request and monitor completion of loss summaries and experience mod forecast reports.
• Compare exposure schedules to quotes.
• Mentor Placement Specialists and Consultants.
• Coordinate ART Assessments and processes.

Benefits

• Health, dental, and vision benefits.
• Paid parental leave and supportive new parent benefits.
• Company-paid continuing education and tuition reimbursement.
• 401(k) profit sharing, including an annual lump-sum contribution for every full-time employee.
• Generous time off practices and paid holidays.
• Paid volunteer time off and employee matching gifts to charities through the Holmes Murphy Foundation.
• Paid Diversity Day time off and access to DE&I programs, project team, committee, and interest group.
• Annual merit increase and promotion opportunities.
• Discretionary annual bonus opportunity.

What This Job Offers

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