Placement Consultant, PC

Yourcaptive; Madison (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Job summary

Holmes Murphy & Associates in Madison, WI is seeking a Placement Consultant to support the Property Casualty team. You will independently manage renewal marketing and placement for assigned clients, develop loss histories, and set up client data in AMS to ensure smooth transitions to the Client Experience Team.

The role requires 5+ years in insurance, college degree preferred, and the ability to obtain a state license within three months.

Qualifications

• Experience in the insurance industry strongly preferred.
• Ability to obtain state-specific license within 3 months of employment.

Responsibilities

• Manage daily client service tasks including renewal marketing and placement of insurance for assigned clients.
• Develop applications from raw data and set up loss histories using Excel.
• Coordinate with underwriters and carriers for coverage comparison and negotiation.
• Schedule and lead client meetings and provide timely responses to questions and concerns.

Skills

Client service

Communication

Organization

Education

High school diploma

College degree preferred

Tools

AMS software

Job description

## Placement Consultant, PCApplylocations: Madisontime type: Full timeposted on: Posted 2 Days Agojob requisition id: R0000922**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.**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: In addition to core benefits like health, dental and vision, also enjoy benefits such as:*** Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our 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. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.* 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. Who doesn’t love that?!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!