JOB TITLE: Property Placement Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: • Ensure you have a clear understanding of the new business and renewal accounts assigned to you. • Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: • Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: • Thoroughly review submissions to ensure accuracy and completeness. • Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: • Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market • Prepare and submit all necessary documentation to the insurance market. • Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: • Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. • Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: • Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: • Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. • Generate a professional final proposal with the best recommendation(s) for the client • Create schematics for shared/layered programs • Create other presentations as needed Bind Orders: • Finalize and complete bind orders once terms are agreed upon. • Review binder and invoices for accuracy. Management Systems • Understand Agency Management System and document the placement process Ongoing Communication: • Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: • Attend Insurance Placement Team meetings as appropriate • Collaborate with producers/account managers and other placement colleagues on market strategy for accounts • Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer • Build and maintain strong working relationships within the insurance market • Participate in carrier meetings to stay informed about current market conditions and appetites • Treat clients, prospects, and company employees with courtesy and respect. • Contribute to development and education of colleagues • Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: • Analyze insurance quotes and recommend terms and conditions • Communicate and negotiate with insurance markets through strategy • Ability to pivot when faced with challenges • Maintain and develop knowledge of policy forms and endorsements • Design insurance program for client based on defined needs • Identify and address any coverage gaps with account service teams and insurance markets • Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: • Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license • Minimum of 4-6 years of experience in middle market Business Insurance • Demonstrate ability to multi-task, prioritize work effectively with little to no direction. • Proficient at Sagitta, EPIC, Word, Excel, and current internet technologies. • Demonstrate proactive work style • Ability to learn, analyze and comprehend various lines of insurance and communications • Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers. #MMASW