Placement Specialist, Private Risk - Insurance Advisory Solutions

TN United Kingdom; Norwich; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Placement Specialist to enhance their insurance advisory solutions. This role involves marketing accounts, nurturing relationships with insurance partners, and driving organic growth within the firm. The ideal candidate will possess exceptional communication skills and a detail-oriented approach to analyze various plans, ensuring the best recommendations for clients. Working in a fast-paced environment, you'll collaborate with a dynamic team, contributing to the firm's success while fostering strong partnerships. If you're ready to make an impact in the insurance sector, this opportunity is for you.

Qualifications

• Strong relationship management with insurance partners.
• Detail-oriented with analytical abilities for client recommendations.

Responsibilities

• Marketing assigned accounts and ensuring compliance.
• Cultivating relationships with insurance company partners.
• Driving organic growth by quoting new accounts.

Skills

Relationship Building

Detail Orientation

Team Collaboration

Communication Skills

Analytical Skills

Education

State Insurance License

Tools

Microsoft Office Suite

EPIC

Salesforce

Job description

Social network you want to login/join with:

Placement Specialist, Private Risk - Insurance Advisory Solutions, Norwich

Client:

Location:

Job Category: Other

EU work permit required: Yes

Job Reference:

bc71db4cfef9

Job Views:

2

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

The Placement Specialist assists with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This individual will be an internal resource and client facing, assisting with driving organic growth in the firm.

Principal Responsibilities:

• Responsible for marketing all assigned accounts.
• Assisting in auditing and compliance of marketing information.
• Assists in the mentoring, coaching, and training for the Marketing Analyst Team.
• Peer reviews marketing work product of others.
• Coordinates service delivery on assigned accounts including developing initial placement and renewal strategy.
• Cultivates strong relationships with insurance company partners, responsible for knowing carrier requirements and attributes, and in-depth knowledge of insurance agency partners.
• Driving organic growth by quoting new accounts and delivering those results to prospective clients.
• Supporting the Advisor in a smooth transition for every prospect to client.
• Technical expert and proficient at moving prospects through the onboarding process.
• Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Serves as a mentor to colleagues as requested.
• Completes special projects as assigned.

Education, Experience, Skills and Abilities Requirements:

• Certification(s): None required; None preferred.
• 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.
• 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 plans to provide the appropriate recommendations for clients and prospects.
• Ability to work as part of a team and build relationships with all firm business segments.
• Communicates well and effectively, demonstrating exceptional verbal and written communication skills.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.
• 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. Experience with EPIC and Salesforce is a plus.

SPECIAL WORKING CONDITIONS:

Fast paced multi-tasking environment.

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 to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click for some insight into our culture!