Sr. Placement Consultant, PC

Holmes Murphy Insurance; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off practices

Job summary

Holmes Murphy & Associates in Dallas, TX is seeking a Sr. Placement Consultant to join our Property Casualty team. The role focuses on end-to-end placement of insurance for clients, renewal marketing, and collaboration with Sales and Service teams to deliver a high-quality client experience.

You will mentor Placement Specialists, coordinate assessments, and ensure compliance across agency systems, while maintaining strong client relationships and delivering timely solutions.

Qualifications

• 7+ years’ experience preferred in commercial agency or company underwriting performing insurance placement responsibilities.
• Ability to obtain state-specific license within three months of employment and maintain license in the state of residence.
• Insurance Designation (ARM, CPCU, CRM, etc.) required.

Responsibilities

• Independently manage daily client service tasks including renewal marketing and placement of insurance for assigned clients.
• Prepare and market new and renewal business with the designated sales team.
• Maintain an organized marketing file with accurate information to ensure smooth issuance.
• Provide timely, courteous answers and direction to sales, service teams, clients and underwriters.
• Compare requested coverage to quotes and note for negotiation with carriers.
• Schedule and lead client meetings; present turnover materials to service team.
• Set up new clients in AMS and input policy information for smooth transition.
• Provide answers and direction to questions from sales, service teams, prospects and underwriters.
• Request and monitor loss summary and experience mod forecast reports.
• Compare exposure schedules to quotes.
• Mentor Placement Specialists and Consultants.
• Coordinate ART Assessments and processes.

Skills

Client consulting

Communication

Insurance principles

Mentoring

Education

High school diploma

College degree preferred

Tools

AMS

Job description

Job Description:

We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Essential Responsibilities:

• Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs.
• Prepare, market new and define renewal business in conjunction with designated sales team.
• Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted.
• Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in a courteous and timely manner.
• Compare requested coverage to the coverage quoted by carriers. Provide notes to Placement Executives for further negotiation and discussion with carriers.
• Schedules and leads client meetings. Presents turnover meeting materials to service team.
• Set up new clients in the agency management system (AMS) and other appropriate software. Input policy information in AMS for smooth transition to the Client Experience Team.
• Provide answers, solutions, or direction to questions or concerns by sales team, service team, prospects and underwriters in a courteous and timely manner.
• Request and monitor process for the loss summary and experience mod forecast report gets completed.
• Compare exposure schedules to quotes.
• Mentors Placement Specialists and Consultants.
• Coordinates ART Assessments and processes.

Qualifications:

• Education: High school diploma; college degree preferred.
• Experience: 7+ years’ experience preferred in commercial agency or company underwriting performing insurance placement responsibilities.
• Licensing: Ability to obtain state-specific license within three months of employment and maintain license in the state of residence or office location by attending continuing education. Insurance Designation (ARM, CPCU, CRM, etc.) required.
• Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance. Understands prospect operations, prioritizes information, manages status, and delivers impactful solutions.

Here’s a little bit about us:

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization’s success by effectively influencing and uplifting team members.

Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

Holmes Murphy & Associates is an Equal Opportunity Employer.