Placement Consultant, PC

HMA Group Holdings, LLC; Alabama; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Parental leave

Tuition reimbursement

401k profit sharing

Generous time off

Volunteer time off

Diversity Day

Inclusion & Belonging programs

Job summary

Holmes Murphy & Associates in Madison, WI hires a Placement Consultant to manage client service, renewals, and insurance placements for assigned clients. The role emphasizes developing data-driven applications and using Excel to build loss histories, while coordinating with underwriters and the service team.

The ideal candidate has 5+ years in insurance, a high school diploma (college degree preferred), and the ability to obtain state licensure within three months, plus designation pursuits such

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: 5+ years in the insurance industry.
• Licensing: Ability to obtain state license within 3 months and maintain license; designations such as ARM, CPCU, CRM.

Responsibilities

• Independently perform daily client service tasks including renewal marketing and placement of insurance for assigned clients.
• Develop applications from raw data and information available online.
• Create loss histories using Excel and pull from gathered information.
• Input policy information in AMS for smooth transition to the Client Experience Team.
• Coordinate client meetings and present turnover materials to service teams.
• Provide timely answers and guidance to sales, service teams, prospects and underwriters.

Skills

Client service

Underwriters interaction

Communication

Education

High school diploma

College degree preferred

Tools

AMS

Job description

Job Description

We are looking to add a Placement Consultant to join our Property Casualty team in Madison, WI. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Essential Responsibilities

• Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs.
• Develop applications from raw data, such as current policies or specifications and information available on the internet.
• Create and set up loss histories using Excel software from gathered information.
• Run building valuations.
• Set up new clients in the agency management system (AMS) and other appropriate software.
• Input policy information in AMS for smooth transition to the Client Experience Team.
• Request and monitor process for the loss summary and experience mod forecast report gets completed.
• Compare requested coverage to the coverage quoted by carriers for further negotiation and discussion with underwriters.
• Schedules and leads client meetings.
• Presents turnover meeting materials to service team.
• Provide answers, solutions, or direction to questions or concerns by sales team, service team, prospects and underwriters in a courteous and timely manner.

Qualifications

Education: High school diploma; college degree preferred.

Experience: 5 plus years’ experience in the insurance industry required. Experience in agency setting preferred.

Licensing: Ability to obtain state-specific license within three months of employment and maintain license in the state of residence or office location by attending continuing education. Expectation to have obtained at least one Insurance Designation (ARM, CPCU, CRM, etc.)

Technical Competencies

Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs.

Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance.

Understands prospect operations, prioritizes information, manages status, and delivers impactful solutions.

About Us

Here’s a little bit about us: In addition to being great at what you do, we place a high emphasis on building a best-in‑class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization’s success by effectively influencing and uplifting team members.

Benefits

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want tosupportour employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full‑time employee’s 401k.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• Inclusion & Belonging Programs — Holmes Murphy is committed to celebrating every employee’s unique potential. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time‑off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging. We encourage employees to engage in ways that are meaningful to them to enhance their overall experience!
• Consistent merit increase and promotion opportunities — Employees are reviewed annually for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money.

At this time, we are not considering candidates who require any type of immigration sponsorship now or in the future. This includes candidates whose current work authorization is temporary or set to expire and who would require employer participation in any renewal, extension, or new authorization process to continue employment.

Holmes Murphy & Associates is an Equal Opportunity Employer.

There’s No Place Like Holmes! You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office.

Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave.

And yes, we encourage you to take time away!