Property Placement Consultant

MMC; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh & McLennan Agency in Dallas is seeking a Property Placement Consultant to lead the insurance placement process for middle-market clients. You will collaborate with the Service Team, review submissions, and negotiate terms to secure best coverage.

This role requires a Texas P&C license or the ability to obtain one, plus several years of experience in business insurance. As a key liaison, you will schedule strategy calls, prepare final proposals, and ensure timely binder completion.

Qualifications

• Licensed Texas P&C or able to obtain license.
• 4–6 years of middle market Business Insurance experience.
• Ability to multi-task with minimal direction.
• Proficient with Sagitta, EPIC, Word and Excel.
• Strong communication, analytical and problem-solving skills.

Responsibilities

• Collaborate with the Service Team to ensure processes are completed.
• Oversee and manage the process for new business and renewals.
• Serve as the primary contact with the Service Team during placement.
• Review submissions to insure accuracy and market fit.
• Schedule and conduct strategy calls; submit documentation to markets.
• Negotiate coverage, terms and pricing to meet client needs.
• Review quotes, prepare proposals and bind orders when terms are agreed.
• Maintain ongoing communication with the Service Team throughout the process.
• Support market strategy with producers/account managers when needed.

Skills

Multitasking

Proactive work style

Client service

Insurance knowledge

Communication

Tools

Sagitta

EPIC

Word

Excel

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: Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: 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: Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: 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

Benefits and Culture

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.

• health and welfare
• tuition assistance
• 401K
• employee assistance program
• career mobility
• employee network groups
• volunteer opportunities
• other programs

Equal Opportunity

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Contact

#MMASW