Placement Specialist, IAS National Private Risk Management

Position Overview

• Location Type: Not Specified
• Employment Type: Full Time
• Salary: Not Specified

The Placement Specialist assists the Placement Executive with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This role provides training, coaching, and mentoring to the Placement Coordinator.

Requirements

• Bachelor’s Degree preferred and/or 4+ years work-related experience.
• Prefer some experience in an agency environment.
• Active insurance license required.
• Must maintain all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days of employment.
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a heavy emphasis on Excel.
• Ability to learn any other appropriate program or software system used by the firm as necessary.

Responsibilities

• Marketing of all assigned accounts.
• Auditing and compliance of marketing information.
• Mentoring, coaching, and training for the Marketing Analyst Team.
• Peer reviews of marketing work products.
• Coordinating service delivery on assigned accounts, including developing initial placement and renewal strategy.
• Cultivating strong relationships with insurance company partners, responsible for knowing carrier requirements and attributes, and in-depth knowledge of at least one carrier.
• Generating periodic reports for distribution.
• Identifying opportunities to improve the firm, Business Segment, and processes.
• Bringing issues and discrepancies to the attention of appropriate leadership.
• Serving as a mentor to colleagues as requested.
• Completing special projects as assigned.

Knowledge, Skills & Abilities

• Capable of cultivating strong relationships with insurance company partners, including key insurance markets and insurance company partner representatives.
• Detail-oriented and able to analyze various benefit plans to provide appropriate recommendations for clients and prospects.
• Ability to work as part of a team and build relationships with all firm business segments.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.

Certification(s) & License(s)

• Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days of employment.

Other

• Operates in a fast-paced, multi-tasking environment.
• Some local travel may be required.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required.