CareerPlan

Property Placement Consultant

Dallas, TX, USFull-time2026-11-07 → 2026-11-09

Core

Manage the end-to-end insurance placement process for middle market business insurance accounts, negotiating coverage, terms, and pricing with the market.

Role type

Senior IC property placement consultant

Builds

Customized insurance programs and risk transfer solutions for middle market clients

Domain

Insurance brokerage / Property & Casualty

Required skills

Texas P&C agent license, middle market business insurance expertise, market negotiation, policy form analysis, program design, coverage gap identification, multi-tasking, proficiency in Sagitta and EPIC

Preferred skills

Subject matter expertise in specific lines of insurance, ability to pivot during market challenges, strong client service skills

Technologies

Sagitta, EPIC, Microsoft Word, Microsoft Excel

Responsibilities

Oversee the insurance placement process from submission to bind order, negotiate coverage and pricing with carriers, review exposures and forms, prepare quote comparisons and proposals, maintain ongoing communication with service teams and clients, attend team meetings, and contribute to colleague development.

Seniority

Mid-Senior, hands-on IC