Property Placement Consultant

Marsh McLennan Agency; Austin (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Marsh & McLennan Agency is hiring a Property Placement Consultant in Texas. You will coordinate with the Service Team through the placement lifecycle, review submissions, negotiate terms, and finalize bind orders for middle-market accounts.

Ideal candidates hold a Texas P&C license (or ability to obtain), 4–6 years in middle-market business insurance, and strong Sagitta/EPIC with Excel/Word proficiency. Collaborative, detail-oriented, and client-focused professionals thrive here.

Qualifications

• Licensed Texas P&C Agent or ability to obtain license.
• 4–6 years of middle market business insurance experience.
• Proficient with Sagitta and EPIC; strong MS Excel and Word skills.

Responsibilities

• Collaborate with Service Team to complete placement processes.
• Act as main contact for Service Team during insurance placement.
• Review submissions for accuracy and completeness.
• Schedule and conduct strategy calls with Team/Advisor.
• Prepare and submit documents to markets and negotiate terms.
• Bind orders and review invoices for accuracy.
• Maintain agency management system processes and ongoing communication.

Skills

P&C License

Sagitta

EPIC

MS Excel

MS Word

Multitasking

Communication

Tools

Internet tools

Job description

JOB TITLE:

Property Placement Consultant

JOB TYPE:

FLSA Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES:

Collaborate with the Service Team to ensure the following processes are completed.

Oversee and Manage the Process:

• Ensure you have a clear understanding of the new business and renewal accounts assigned to you.


• Keep track of all accounts and their respective timelines to ensure timely processing.

Primary Contact with Service Team:

• Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination.

Review Submissions to the Insurance Market:

• Thoroughly review submissions to ensure accuracy and completeness.


• Familiarize yourself with account details to negotiate effectively.

Facilitate Insurance Placement Strategy Calls:

• Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account.

Submit submissions to market:

• Prepare and submit all necessary documentation to the insurance market.


• Follow up with markets in a timely manner to ensure progress.

Negotiate Coverage, Terms, and Pricing:

• Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients.


• Explore creative solutions to meet client needs effectively.

Review Exposures, Forms, Terms, and Conditions:

• Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs.

Provide Quote Comparisons and Proposals:

• Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making.


• Generate a professional final proposal with the best recommendation(s) for the client.


• Create schematics for shared/layered programs.


• Create other presentations as needed.

Bind Orders:

• Finalize and complete bind orders once terms are agreed upon.


• Review binder and invoices for accuracy.

Management Systems:

• Understand Agency Management System and document the placement process.

Ongoing Communication:

• Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly.

Teamwork

• Attend Insurance Placement Team meetings as appropriate


• Collaborate with producers/account managers and other placement colleagues on market strategy for accounts


• Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer


• Build and maintain strong working relationships within the insurance market


• Participate in carrier meetings to stay informed about current market conditions and appetites


• Treat clients, prospects, and company employees with courtesy and respect.


• Contribute to development and education of colleagues


• Support other offices/regions as needed

Technical Expertise

• Analyze insurance quotes and recommend terms and conditions


• Communicate and negotiate with insurance markets through strategy


• Ability to pivot when faced with challenges


• Maintain and develop knowledge of policy forms and endorsements


• Design insurance program for client based on defined needs


• Identify and address any coverage gaps with account service teams and insurance markets


• Become a subject matter expert and resource in areas of interest or technical capability

REQUIREMENTS

• 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, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers . #MMASW