Placement Executive - Commercial - Real Estate

About the role

The Placement Executive partners with Advisors, Directors, and other team members to deliver high-level service to clients. This role involves developing professional relationships with clients, insurance companies, and agency personnel to maintain accounts and foster a positive working environment.

Responsibilities

• Develop in-depth knowledge of insurance products, services, policy forms, and terms/conditions.
• Maintain thorough knowledge of the insurance marketplace and build relationships with key underwriters.
• Assess client needs, design solutions, and negotiate with insurance carriers to secure appropriate coverage plans.
• Market complex client business to a variety of insurance carriers for both new and renewal business.
• Identify appropriate carriers, submit applications for quotes, negotiate favorable rates and terms, and prepare insurance proposals.
• Stay current on industry news, products, coverage, and technology.
• Maintain a professional demeanor in all interactions.
• Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events as requested.
• Prepare written correspondence, reports, and analyses for clients and internal associates in a timely manner.
• Analyze situations, identify problems, recommend solutions, and evaluate outcomes.

Qualifications

• Bachelor’s Degree preferred and/or 10 years of work-related experience.
• Experience in an agency environment is preferred.
• Active state insurance license required; must maintain all licenses as required by the State Department of Insurance or be willing to obtain them within the first 90 days of employment.
• Professional designations such as ARM, CPCU, CRM, or CIC are a plus.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).

Skills

• Demonstrated presentation and negotiation skills.
• Exceptional writing and communication skills.
• Ability to multi-task, meet deadlines, and thrive in a fast-paced environment.