Property Casualty Placement Consultant

3 weeks ago

Waukee, Iowa, United States Holmes Murphy & Associates Full time

Holmes Murphy is recognized as one of the largest privately owned insurance brokerage firms in the nation. Our mission is to enhance health, safeguard wealth, and provide tranquility to our clients. We take pride in fostering a workplace where employees are passionate about their roles and the colleagues they work alongside. Our guiding principle is "Caring for your unique potential is our SOUL purpose."

We offer a dynamic, innovative, and inclusive company culture that encourages employees to express their unique potential. At Holmes Murphy, we believe that every team member brings distinct talents that contribute to our collective success, and we are committed to nurturing an environment that values and supports individual strengths.

We are seeking a Placement Specialist to join our Property Casualty division. Ideal candidates excel in collaborative settings, possess strong interpersonal communication skills, and have a genuine enthusiasm for learning.

Key Responsibilities:

  • Independently manage daily tasks to effectively handle the placement of insurance for designated prospects.
  • Coordinate Opportunity Calls, document notes, and post updates.
  • Create service team documentation in the preferred format and upload to the designated system.
  • Generate 5500 Reports.
  • Develop applications from raw data, including current policies and information sourced online.
  • Prepare Broker of Record letters, NCCI requests, and Loss Run request letters.
  • Establish new prospects in the agency management system and input policy details for seamless transition to the Client Experience Team.
  • Compile submissions, including applications and supporting documents, along with any necessary Captive documents.
  • Request and oversee the completion of loss summaries and experience modification forecast reports.
  • Engage in team meetings and initiatives.
Additional Duties:
  • Provide Placement Consultants with a comprehensive list of required information, ensuring accuracy against sales team submissions.
  • Utilize Excel to create and manage schedules, including endorsements tailored to specific opportunities.
  • Complete the TM Checklist while executing all necessary steps for new prospect setup and handoff.
  • Attach blank premium comparisons to the designated system.
  • Order relevant underwriting reports as necessary.
  • Retrieve coverage forms from carrier websites.
  • Conduct research in response to internal inquiries as needed.
  • Develop and maintain effective communication and relationships with company underwriters and the client experience team to foster trust and facilitate business writing.
  • Assist in preparing coverage proposals and premium displays.
  • Carry out special projects and additional tasks as assigned.
Knowledge, Skills, and Abilities:
  • Fundamental understanding of the Property and Casualty Insurance sector.
  • Basic knowledge of various insurance policy types, including but not limited to: General Liability, Property, Package, Umbrella, and Auto.
  • Attention to detail and problem-solving capabilities; accuracy is essential.
  • Strong written and verbal communication skills; customer service orientation.
  • Experience with data entry; familiarity with agency management systems, Excel, and Word.
  • Proficient in inputting, updating, and creating proposals and diaries.
  • High organizational skills; capable of managing and prioritizing multiple tasks.
  • Ability to meet deadlines consistently.
  • Strong analytical skills, capable of performing both simple and complex mathematical computations.
  • Ability to maintain confidentiality.
  • Willingness to engage in ongoing educational opportunities to enhance knowledge of current insurance topics and relevant system improvements.
  • Desire to pursue relevant designations and/or continuing education as appropriate.
  • Ability to apply common sense understanding to execute instructions provided in written, oral, or diagram form.
  • Ability to handle physical tasks as required.
  • Knowledge of and compliance with client privacy policies and relevant regulations.
Benefits: In addition to core benefits such as health, dental, and vision, employees can enjoy:
  • Paid Parental Leave and supportive benefits for new parents.
  • Company-sponsored continuing education and tuition reimbursement.
  • 401k Profit Sharing, ensuring contributions to employees' retirement plans.
  • Generous time-off policies, encouraging employees to utilize their leave.
  • Support for community involvement through paid volunteer time off and matching gifts to charities.
  • Commitment to diversity, equity, and inclusion with dedicated programs and initiatives.
  • Opportunities for merit increases and promotions based on performance.
  • Potential for discretionary bonuses.
Holmes Murphy & Associates is an Equal Opportunity Employer.

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