Placement Consultant, PC

About the role

We are looking to add a Placement Consultant to join our Property Casualty team in Madison, WI. Our company offers a forward-thinking, innovative, and vibrant culture, along with the opportunity to share your unique potential.

Responsibilities

• Independently perform daily tasks to efficiently manage client service, including renewal marketing and placement of insurance for assigned clients.
• Respond to daily client service needs.
• Develop applications from raw data, such as current policies or specifications and information available on the internet.
• Create and set up loss histories using Excel software from gathered information.
• Run building valuations.
• Set up new clients in the agency management system (AMS) and other appropriate software.
• Input policy information in AMS for smooth transition to the Client Experience Team.
• Request and monitor the process for the loss summary and experience mod forecast report.
• Compare requested coverage to the coverage quoted by carriers for further negotiation and discussion with underwriters.
• Schedule and lead client meetings.
• Present turnover meeting materials to the service team.
• Provide answers, solutions, or direction to questions or concerns from the sales team, service team, prospects, and underwriters in a courteous and timely manner.

Requirements

• High school diploma; college degree preferred.
• 5+ years of experience in the insurance industry; experience in an agency setting preferred.
• Ability to obtain a state-specific insurance license within three months of employment and maintain it through continuing education.
• Expectation to obtain at least one Insurance Designation (ARM, CPCU, CRM, etc.).

Skills

• Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs.
• Actively contributes to workflows, processes, and deliverables using agency systems to provide a world-class client experience and ensure compliance.
• Understands prospect operations, prioritizes information, manages status, and delivers impactful solutions.

About Us

We place a high emphasis on building a best-in-class culture through empowering employees to build trust via honest and caring actions, ensuring clear and constructive communication, and establishing meaningful client relationships. We support employees in contributing to the organization's success by effectively influencing and uplifting team members.

Benefits

• Health, dental, and vision benefits.
• Paid Parental Leave and supportive New Parent Benefits.
• Company-paid continuing education and tuition reimbursement.
• 401k Profit Sharing with annual lump-sum contributions by Holmes Murphy, even if you do not contribute personally.
• Generous paid time off in addition to paid holidays.
• Paid Volunteer Time Off and employee matching gifts to charities through the Holmes Murphy Foundation.
• Inclusion & Belonging Programs, including a paid Diversity Day, Uniquely United Committee, Employee Resource Groups, and development programs.
• Annual merit increases and promotion opportunities.
• Discretionary bonus opportunity.

At this time, we are not considering candidates who require any type of immigration sponsorship now or in the future.