Property Insurance Placement Specialist

Marsh McLennan Agency; San Antonio (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K

Career mobility

Job summary

Marsh & McLennan Agency in Texas seeks a Property Placement Consultant to coordinate insurance placements, review submissions, and negotiate terms with carriers to best meet client needs.

You will serve as the primary contact for the Service Team, manage timelines, prepare proposals, bind orders, and ensure accuracy, compliance, and effective client communication throughout the placement process.

Qualifications

• Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license.
• Minimum of 4-6 years of experience in middle market Business Insurance.
• Demonstrate ability to multi-task, prioritize work effectively with little to no direction.
• Proficient at Sagitta, EPIC, Word, Excel, and current internet technologies.
• Demonstrate proactive work style.
• Ability to learn, analyze and comprehend various lines of insurance and communications.
• Demonstrate ability to service clients effectively through problem solving, confidentiality, and tactfulness.

Responsibilities

• Collaborate with the Service Team to ensure processes are completed.
• Oversee and manage the process with clarity of new business and renewal accounts.
• Primary contact with Service Team during the placement process.
• Review submissions to ensure accuracy and completeness.
• Familiarize yourself with account details to negotiate effectively.
• Schedule and conduct strategy calls with the Service Team and/or Advisor.
• Prepare and submit all necessary documentation to the insurance market.
• Negotiate coverage, terms, and pricing with markets.
• Review exposures, forms, terms, and conditions to meet client needs.
• Provide quote comparisons and professional final proposals.
• Bind orders once terms are agreed and review binder/invoices for accuracy.
• Understand Agency Management System and document the placement process.
• Maintain ongoing communication with the Service Team throughout the placement process.

Skills

Insurance knowledge

Account coordination

Negotiation

Communication

Multi-tasking

Education

Texas P&C License or eligible

Tools

Sagitta

EPIC

MS Office

Job description

Marsh & McLennan Agency in Texas seeks a Property Placement Consultant to coordinate insurance placements, review submissions, and negotiate terms with carriers to best meet client needs.

You will serve as the primary contact for the Service Team, manage timelines, prepare proposals, bind orders, and ensure accuracy, compliance, and effective client communication throughout the placement process.