Client Placement Advisor

Hilb Group; Village of Williston Park (NY); Ibrido; USD 100.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Life Insurance

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

FSA/HSA

401(k) with company match

Paid Time Off

Descrizione del lavoro

Hilb Group in Williston Park, NY is seeking a motivated Client Placement Advisor for a hybrid role. You will handle placement and marketing of accounts, review applications, analyze risk, and educate clients on coverages.

Ideal candidates have insurance knowledge, NY-specific processes, and experience with carrier software and Excel to calculate premiums. Strong records management and rating explanation skills are needed.

Competenze

• High School or college degree.
• Knowledge of NY Insurance processes.
• Experience with carrier software to calculate premiums.
• Proficient in Excel.
• Ability to maintain detailed records and explain rating decisions.
• Familiar with HNW markets and Builders Risk insurance.

Mansioni

• Placement and marketing of new and renewal accounts.
• Review insurance applications and gather information about applicants and insured property.
• Analyze risk factors.
• Educate customers on coverages and products.
• Present quotations and proposals to clients.
• Interact with producers and carriers.

Conoscenze

Insurance knowledge

Manual rating knowledge

Explain rating decisions

Risk analysis

Customer education

Formazione

High School or college degree

Strumenti

Carrier software

Excel

Descrizione del lavoro

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Placement Advisor to join our team. This position will report to our agency located in Williston Park, NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, is able to work well with a team, and adapts quickly to change. This is a hybrid position.

Responsibilities:

• Responsible for the placement and marketing of new and renewal accounts with revenue between 15,000-75,000.
• Review insurance applications, gather necessary information about the applicant and the insured property or vehicle.
• Analyze risk factors.
• Educate customers on the benefits and features of coverages and products.
• Present quotations, spreadsheets, schedules of insurance and proposals to clients.
• Interact and create relationships with producers, and carriers.

Qualifications:

• High School or college degree.
• NY Insurance knowledge desired.
• Independent usage and understanding of manual rating, eligibility and guidelines.
• Knowledge of specific carrier software to calculate premiums Knowledge of excel a must.
• Ability to maintain detail records and explain rating decisions.
• Knowledge of HNW markets- Middle Markets carriers, Travelers, Progressive.
• Knowledge of Flood, Workers Compensation and Builders Risk insurance.

Benefits:

• Company Paid Life Insurance, Long-Term and Short-Term Disability.
• Medical, Dental, Vision and FSA/HSA plans.
• 401(k) with company match.
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO.
• An awesome team of professionals!

Compensation:

• $100,000-$125,000/yr.

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.