Private Client Senior Placement Lead

Risk Strategies Company; California (MO); On-site; USD 84,500 - 135,000; Full time

Job summary

A leading brokerage firm is seeking a Private Client Senior Placement Lead to oversee the PCS Marketing Specialists and drive strategic placement initiatives. With a focus on leadership and mentorship, the successful candidate will need extensive experience in Private Client insurance marketing and a valid P&C broker's license. This full-time role offers an annual salary range of $84,500 to $135,000, aligning with mid-senior level expectations. Join a recognized Great Place to Work and make an impact in the insurance industry.

Qualifications

• 5+ years of experience in Private Client insurance marketing or placement.
• Proven leadership or team management experience in a brokerage or agency setting.
• Deep knowledge of high-net-worth carriers (e.g., Chubb, PURE, Berkley One, Vault, PCS Select).
• Valid P&C broker’s license needed.
• Strong understanding of Private Client underwriting, coverage, and market dynamics.

Responsibilities

• Supervise and mentor PCS Marketing Specialists to improve team performance.
• Lead the quoting and placement of complex new business submissions.
• Cultivate relationships with carrier underwriters and marketing representatives.
• Monitor and report on placement metrics and market trends.

Skills

Leadership

Influencing and negotiating

Excellent communication

Detail-oriented

Organizational skills

Education

College degree preferred

Industry designations (CAPI, CPRIA, CIC, CISR)

Tools

Microsoft Office Suite

Agency management systems (AMS360, WorkSmart, EPIC)

Job description

The Private Client Senior Placement Lead is a senior‑level role within the Private Client Services (PCS) team, responsible for overseeing PCS Marketing Specialists and driving strategic placement initiatives. The role combines leadership, mentorship, and hands‑on placement expertise to elevate PCS performance and client outcomes.

Your Impact

• Supervise and mentor PCS Marketing Specialists, providing guidance, training, and performance feedback.
• Ensure consistency and quality in marketing practices across the team.
• Collaborate with PCS Team Leads and Account Managers to align team efforts with business objectives.
• Lead the quoting and placement of complex and high‑value new business submissions.
• Maintain a personal book of quoting responsibilities while supporting team efforts.
• Provide strategic direction on carrier selection and placement strategy.
• Cultivate and maintain strong relationships with carrier underwriters and marketing representatives.
• Serve as a key liaison between producers and carriers to facilitate successful placements.
• Represent PCS in carrier meetings and industry events as needed.
• Ensure compliance with internal procedures and documentation standards.
• Monitor and report on placement metrics, team performance, and market trends.
• Support proposal development and presentation for high‑profile clients.
• Oversee accurate and timely entry of data into agency management systems (AMS360, WorkSmart, EPIC).
• Identify opportunities for process improvement and system optimization.

Qualifications

• 5+ years of experience in Private Client insurance marketing or placement.
• Proven leadership or team management experience in a brokerage or agency setting.
• Deep knowledge of high‑net‑worth carriers (e.g., Chubb, PURE, Berkley One, Vault, PCS Select).
• Valid P&C broker’s license.
• College degree preferred; industry designations (CAPI, CPRIA, CIC, CISR) strongly preferred.
• Strong understanding of Private Client underwriting, coverage, and market dynamics.
• Excellent communication and interpersonal skills, with ability to influence and negotiate.
• Proficiency in agency management systems and Microsoft Office Suite.
• Highly organized, detail‑oriented, and able to manage multiple priorities under pressure.

Company Overview

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With over 200 offices and more than 5,300 employees, the firm serves commercial companies, nonprofits, public entities, and individuals across all major insurance markets. Risk Strategies has been recognized as a Great Place to Work in 2023 and is listed on the Inc. 5000 as one of America’s fastest growing private companies.

Pay

Annual salary range: $84,500 – $135,000.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time