Employee Benefits Insurance Placement Lead
Core
Drive successful marketing activities for new and renewal business in employee health & benefits, retirement, and private client insurance solutions.
Role type
Senior IC insurance marketing lead (employee benefits)
Builds
Insurance proposals, financial analysis, and renewal strategies for organizations and individuals.
Domain
Insurance (Employee Benefits, Health, Retirement)
Required skills
Employee benefits insurance market knowledge, carrier guidelines and underwriting processes, negotiation, client relationship management, team leadership, financial analysis, Excel proficiency
Preferred skills
Advanced degree, Life & Health insurance certification, significant prior team leadership experience
Technologies
Microsoft Office, Excel
Responsibilities
Collaborate with sales teams to identify client needs and provide coverage recommendations; lead the renewal process by preparing applications and proposals; negotiate pricing and policy conditions with carriers; monitor the marketplace for risk transfer alternatives; align with line-of-business strategies.