Risk Placement Lead, National Accounts

Role Overview

• Proactively solicits new and renewal business from Sales Producers
• Acts as a resource for carrier information, including appetite guides, carrier brochures, whom to contact, and other important information
• Mentors regional risk placement team members
• Trains team members on duties, expectations, standards, and policies
• Works with the Director of Placement, National Accounts to oversee employees’ day to day activities and implement projects and directives
• May participate in the hiring process and provide recommendations for new hires
• Oversees and manages the new hire onboarding process to ensure success of new risk placement associates
• Holds monthly renewal meetings with Sales Producers and Account Managers to designate accounts that need to be marketed through the Placement Team
• Reviews applications and obtains additional information from Sales Producers or Account Managers as needed
• Partners with Sales Producers to ensure the prospect's needs have been met
• Collaborates and implements a renewal strategy based on potential and existing clients’ risk profiles, market conditions, and carrier options
• Develops the submission narrative describing risk, losses & controls, target premium, and quote due date
• Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, brochures, etc
• Follows up with markets to ensure submissions were received and to inquire whether further information is required
• Compares quotes received with application and other quotes
• Prepares and completes proposals
• Utilizes AMS360 and ImageRight to document the placement process and to collaborate with the service team
• Engages with insurance carriers to negotiate favorable renewal terms
• Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service
• Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external)
• Adheres to legal and regulatory requirements in the insurance industry

Requirements

• High School Diploma or equivalent
• Four-year degree preferred
• A Property and Casualty License from the state of domicile is required and must be maintained
• Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business
• Prior experience acting in a mentor capacity and/or successfully leading a large project team
• Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel
• Ability to learn and adapt quickly to new technologies and software
• In-depth understanding of personal lines of coverage
• Excellent written/verbal communication and interpersonal skills
• Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines
• Strong, proactive communications to keep internal and external engagements current
• Professional and polished presence and communications for virtual or in-person meetings
• Must value operating in a collaborative working environment
• Strong analytical and mathematical skills.

Benefits

• Competitive pay
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays