Placement Specialist, Private Risk
Core
Marketing assigned accounts, maintaining relationships with insurance company partners, and developing initial placement and renewal strategies.
Role type
mid-level individual contributor placement specialist
Builds
client placement strategies and renewal plans
Domain
insurance brokerage / risk transfer
Required skills
cultivating relationships with insurance partners, analyzing benefit plans, auditing marketing information, generating reports, Microsoft Office Suite (heavy emphasis on Excel), obtaining/maintaining state insurance licenses
Preferred skills
experience in an agency environment, mentoring junior staff, process improvement
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Marketing assigned accounts, assisting in auditing and compliance of marketing information, mentoring and training the Marketing Analyst Team, coordinating service delivery and developing placement strategies, cultivating relationships with insurance company partners, generating periodic reports
Seniority
Mid-level, hands-on IC