Sr. Placement Consultant, PC

HMA Group Holdings, LLC; Town of Texas, Fort Worth (WI, TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Paid parental leave

Company paid continuing education

401(k) profit sharing

Generous time off

Paid volunteer time off

Discretionary bonus opportunity

Job summary

HMA Group Holdings, LLC is seeking a Sr. Placement Consultant to join the Property Casualty team in Dallas, TX. This role offers a dynamic work environment where the successful candidate will manage client service, including renewal marketing and placement of insurance. The ideal applicant should have a significant background in commercial agency or underwriting, and possess relevant insurance designations.

The position includes comprehensive benefits such as health and dental coverage, paid parental leave, and 401(k) profit sharing. If you have a passion for client service in the insurance industry, we want to hear from you!

Qualifications

• 7+ years of experience preferred in commercial agency or underwriting.
• Ability to obtain state-specific license within three months.
• Required insurance designation (ARM, CPCU, CRM, etc.).

Responsibilities

• Manage client service, including renewal marketing and insurance placement.
• Prepare and market new and renewal business.
• Mentor Placement Specialists and Consultants.

Skills

Client service management

Insurance placement

Technical competencies in insurance

Education

High school diploma; college degree preferred

Tools

Agency management system (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.
• Present 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.
• 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.

Benefits

• Health, dental and vision coverage.
• Paid parental leave and supportive new parent benefits.
• Company paid continuing education and tuition reimbursement.
• 401(k) profit sharing: lump sum contribution each year.
• Generous time off including paid holidays.
• Supportive of community efforts with paid volunteer time off and employee matching gifts to charities.
• DE&I programs: paid diversity day, Chief Diversity Officer, DE&I project team.
• Consistent merit increase and promotion opportunities annually.
• Discretionary bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.