Sr. Placement Consultant, PC

Holmes Murphy•Dallas, TX

About The Position

Holmes Murphy is seeking a Sr. Placement Consultant to join its Property Casualty team in Dallas, Texas. The role independently manages daily client service and insurance placement activities for assigned clients, including renewal marketing, new business preparation and marketing, and responding to client service needs. It works in conjunction with designated sales teams and coordinates with clients, underwriters, placement colleagues, and service teams to support accurate and efficient policy placement and transition.

Requirements

High school diploma.
Insurance designation such as ARM, CPCU, or CRM is required.
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.
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 a commercial agency or company underwriting role performing insurance placement responsibilities.

Responsibilities

Independently manage daily client service tasks for assigned clients, including renewal marketing, insurance placement, and responding to client service needs.
Prepare and market new and renewal business in conjunction with the designated sales team.
Maintain an organized marketing file using appropriate software, providing the Placement Specialist with clear and accurate information for smooth policy issuance, including a written order letter noting all changes.
Respond courteously and promptly to questions or concerns from sales teams, service teams, clients, prospects, and underwriters by providing answers, solutions, or direction.
Compare requested coverage with coverage quoted by carriers.
Provide notes to Placement Executives to support further negotiation and discussion with carriers.
Schedule and lead client meetings.
Present turnover meeting materials to the service team.
Set up new clients in the agency management system (AMS) and other appropriate software.
Enter policy information in AMS to support a smooth transition to the Client Experience Team.
Request and monitor completion of loss summaries and experience mod forecast reports.
Compare exposure schedules with quotes.
Mentor Placement Specialists and Consultants.
Coordinate ART Assessments and processes.

Benefits

Health insurance
Dental insurance
Vision insurance
Paid parental leave and supportive new parent benefits
Company-paid continuing education and tuition reimbursement
401(k) profit sharing, including an annual lump-sum company contribution to every full-time employee’s 401(k)
Generous time off practices and paid holidays
Paid volunteer time off and employee matching gifts to charities
Paid Diversity Day time off option
Annual merit increase and promotion opportunity reviews
Discretionary annual bonus opportunity