Property Placement Consultant

Marsh McLennan; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

Marsh McLennan Agency in the United States seeks a Property Placement Consultant to manage the insurance placement process for middle‑market accounts. You will coordinate with the Service Team, review submissions, and negotiate coverage terms with markets.

Licensed Texas P&C agent or ability to obtain license is required; 4–6 years of experience; proficient with Sagitta, ImageRight, Word and Excel; strong multitasking, communication, and problem‑solving skills are essential.

Qualifications

• Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license.
• 4–6 years of experience in middle market business insurance.
• Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies.
• Demonstrate ability to multi-task and prioritize with little direction.
• Demonstrate discretion, confidentiality and professional diplomacy when servicing clients.

Responsibilities

• Collaborate with the Service Team to ensure the insurance placement processes are completed.
• Oversee and manage the process from account intake to submission and market follow-up.
• Act as the main contact for the Service Team during the insurance placement process.
• Review submissions for accuracy and completeness and negotiate terms with markets.
• Schedule strategy calls and prepare final proposals with best client recommendations.
• Bind orders, review binders and invoices for accuracy, and maintain client records.
• Understand Agency Management System and document the placement process.
• Maintain ongoing communication with the Service Team and other stakeholders.

Skills

Multitasking

Prioritization

Problem solving

Tools

Sagitta

ImageRight

Word

Excel

Job description

Company:

Marsh McLennan Agency

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

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, ImageRight, 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 effective 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.