Talent.com
Placement Consultant
Placement ConsultantMarsh McLennan Agency • Dallas, TX, US
Placement Consultant

Placement Consultant

Marsh McLennan Agency • Dallas, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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
  • 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, ImageRight, 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

    [job_alerts.create_a_job]

    Consultant • Dallas, TX, US

    [internal_linking.related_jobs]
    Senior Consultant of Compliance Programs

    Senior Consultant of Compliance Programs

    Parkland Health and Hospital System • Dallas, TX, US
    [job_card.full_time]
    Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Corporate Engagement & Media Relations Lead (PLANO)

    Corporate Engagement & Media Relations Lead (PLANO)

    Usaa • Plano, Texas, US
    [job_card.permanent]
    All potential applicants are encouraged to scroll through and read the complete job description before applying.At USAA, our mission is to empower our members to achieve financial security through ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Placement Consultant

    Placement Consultant

    Marsh McLennan Agency • Dallas, Texas, United States
    [job_card.full_time]
    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 n...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Employment Consultant

    Employment Consultant

    Best Buddies Int. Inc • Dallas, TX, US
    [job_card.full_time]
    Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Junior Consultant

    Junior Consultant

    Scale AI • Dallas, Texas, United States
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Consultant - Workday Adaptive Planning

    Senior Consultant - Workday Adaptive Planning

    EisnerAmper • Dallas, TX, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • Palmer, Texas, US
    [job_card.full_time] +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Flexible Online Opinion Contributor (Hiring Immediately)

    Flexible Online Opinion Contributor (Hiring Immediately)

    Earn Haus • Ennis, Texas, US
    [job_card.full_time] +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Principal Solutions Consultant

    Principal Solutions Consultant

    Unisys Corporation • Dallas, TX, United States
    [job_card.full_time]
    What success looks like in this role : .Principal solution consultant has overall responsibility for the technology program on a leading Unisys account(s) and for augmenting the sales and Client Exec...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Paid Research Study Contributor (Hiring Immediately)

    Paid Research Study Contributor (Hiring Immediately)

    Maxion Research • Ennis, Texas, US
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Flexible Online Opportunity - Discover & Review Work-from-Home Gigs

    Flexible Online Opportunity - Discover & Review Work-from-Home Gigs

    Finance Buzz • Ennis, Texas, US
    [filters.remote]
    [job_card.temporary]
    Looking for extra income but not sure where to start? We’re hiring people to explore and review online side hustles listed by FinanceBuzz. No experience needed – just a willingness to try out differ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Electrical Assembler - Weekly Pay

    Electrical Assembler - Weekly Pay

    Gojob • Ennis, TX, US
    [job_card.full_time]
    This role requires you to speak English.You will be responsible for conducting electrical installations as part of the assembly process, performing integration solutions work within the facility, a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Rehabilitation Occupational Therapist - $2,226 per week

    Travel Rehabilitation Occupational Therapist - $2,226 per week

    Coast Medical Service • Ennis, TX, United States
    [job_card.full_time]
    Coast Medical Service is seeking a travel Occupational Therapist for a travel job in Ennis, Texas.Job Description & Requirements. Coast Medical Service is a nationwide travel nursing & allied health...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Speech Language Pathologist - $2,150 per week

    Travel Speech Language Pathologist - $2,150 per week

    ProKatchers • Ennis, TX, United States
    [job_card.full_time]
    ProKatchers is seeking a travel Speech Language Pathologist for a travel job in Ennis, Texas.Job Description & Requirements. Pay package is based on 12 hour shifts and 36 hours per week (subject to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Consultant

    Sales Consultant

    Brightland Homes Ltd. • Addison, TX, US
    [job_card.full_time]
    Top Tier Builder Looking to Build Bench Strength! The nation's 3rd largest private homebuilder is looking to grow its sales leadership bench. If you are a New Home Sales Leader with at least one yea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    NP Nurse Practitioner

    NP Nurse Practitioner

    Total Point Urgent Care • Ennis, TX, US
    [job_card.full_time]
    URGENTLY NEED : FT Nurse Practitioner!!! • • •.Total Point Healthcare is seeking to fill a.We're looking for a highly motivated professional to join our team who is capable of making quick decision...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Want Cash Jobs? Earn With Uber Instead

    Want Cash Jobs? Earn With Uber Instead

    Uber • Bardwell, Texas, US
    [job_card.full_time] +2
    Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Driving with Uber is an alternative to a part-time or full-time job and c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Consultant

    Consultant

    TradeJobsWorkForce • 75206 Dallas, TX, US
    [job_card.full_time]
    Consultant Job Duties : Create a plan for strategic positioning with the company ex...[show_more]
    [last_updated.last_updated_30] • [promoted]