Private Client Marketing & Placement Specialist (Part-Time)
Core
Designing, marketing, and placing complex personal insurance programs for affluent and high-net-worth clients.
Role type
Private Client Marketing & Placement Specialist
Builds
Customized insurance programs for high-net-worth individuals
Domain
Insurance (Personal Lines, High-Net-Worth)
Required skills
Complex risk analysis, carrier negotiation, creative placement strategies, underwriting documentation management, market knowledge, relationship management
Preferred skills
CISR, CIC, CPRIA, or CPCU designations
Technologies
Applied Epic
Responsibilities
Market and place new and renewal private client insurance accounts with premier carriers; Analyze complex property, liability, and excess liability exposures; Negotiate coverage terms, pricing, and underwriting exceptions; Identify creative placement strategies for difficult-to-insure risks; Prepare and manage carrier submissions and underwriting documentation; Collaborate with producers to develop customized insurance programs; Evaluate coverage differences and carrier appetites; Maintain strong relationships with carrier underwriting teams; Support proposal development and presentation materials; Ensure accurate documentation and management of account activity within Applied Epic.
Seniority
Mid-Senior, hands-on IC