Client Placement Specialist – Hybrid Insurance Growth

Hilb Group; Village of Williston Park (NY); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

FSA/HSA

401(k) with company match

Paid Time Off

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Insurance knowledge

Manual rating knowledge

Explain rating decisions

Risk analysis

Customer education

Education

High School or college degree

Tools

Carrier software

Excel

Job description

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.