You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.
Risk Placement Lead, National Accounts
Location
United States
Posted
2 days ago
Salary
$110K - $190K / year
Seniority
Senior
Job Description
Risk Placement Lead, National Accounts
Relation Insurance Services
• 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
Job 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
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