Placement Broker Executive

About the role

The Placement Broker Executive administers the creation, development, and presentation of the Conner Strong & Buckelew Consultative Review (CSCR), provides support in marketing new business opportunities, obtains quotations, and assists in preparing Submissions, Proposals, and Binders.

Responsibilities

• Review and analyze insurance policies for deficiencies compared to current exposures of a Prospect's insurance program.
• Develop a comprehensive understanding of an Insured or Prospect's business operations and the insurance policies necessary to best protect the assets of the corporation and the owners of the business.
• Create customized CSCR for all lines of coverage.
• Develop and maintain Standard CSCR PowerPoint slides for all lines of coverage, as needed.
• Prepare detailed comparison of the Named Insureds versus existing entities.
• Assist the Business Development Producer (BDP) in compiling and gathering necessary information for an underwriting submission.
• Using Standard Documents, create exposure schedules to send to markets with the Underwriting Submission.
• Analyze loss runs and other loss information to produce Loss Summaries, Schedules of Large Losses, and Deductible analysis for marketing and loss forecasting.
• Negotiate terms and conditions with insurance carriers on extensive lines of coverage in conjunction with the Marketing Executive.
• Prepare New Business Proposals using approved Standard Documents.
• Promote teamwork and commitment to department/corporate goals.
• Attend new business and prospect presentations when appropriate.
• Review and analyze contracts and agreements for deficiencies to address in the CSCR.
• Review and analyze financial documents for discussion in the CSCR.
• Organize information received for preparation of CSCR.
• Serve as a technical resource for other team members.
• Attend carrier capabilities meetings.
• Administer coverage analysis for creation of standard Coverage Summaries.
• Oversee accuracy of data in ImageRight.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree (Business or Risk Management preferred).
• Minimum four years of practical experience.
• Advanced proficiency in policy wording, terms and conditions, and coverage summaries.
• Proficiency in Microsoft Office Products (PowerPoint, Excel, and Word).
• Ability to work within an agency management system with training.
• Self-starter, flexible, and able to multitask with minimal supervision.
• Strong problem-solving, interpersonal, analytical, verbal, and written communication skills.
• Detail-oriented.
• Ability to work in a team environment.
• Ability to work in an ever-changing, high-pressure organization/environment.
• Authorized to work in the United States on a full-time basis without company sponsorship.

Qualifications

• Resident State Insurance Producer License and other Non-Resident State Producer Licenses (PA, NJ, MD, DE, NY).

Pay

Salary for this position ranges from $100,000.00 to $145,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Benefits

• Comprehensive benefits, including family medical and dental insurance programs.
• 401K plan.
• Paid time off (PTO).

Schedule

Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices and client work sites as needed.