Placement Specialist - Business Insurance
NACBA, Omaha, NE, United States
Placement Specialist - Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Placement Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our
Placement Specialist
on the
Business Insurance
team, you\'ll provide support to the marketing operations within offices across the region, ensuring the retention and acquisition of quality clients. You\'ll be responsible for preparing submissions for our carrier partners, preparing client presentation materials and ensuring complete and consistent documentation in system of record.
Support to Marketing Operations
Review submissions from Service Team to ensure necessary UW information is received
Prepare draft submission documents and finalize submissions for delivery
Review quotes against specifications and develop side-by-side comparisons
Prepare program proposals
Record and maintain all information accurately on the appropriate systems
Review program binders for accuracy against quotes and complete file reviews
Assist marketing team with bind order to carriers
Participate in regular marketing meetings with team members to discuss and review marketing opportunities for both new and renewal business
Work with producers and service staff in the day-to-day marketing of new & renewal commercial lines business
Collect, Distribute and Track Agency Performance with Carrier Partners
Keep team informed of carrier personnel, underwriting and appetite changes
Act as an advisor for producer on sales calls with clients
Participate in prospect and client calls
Provide Business Insurance expertise to producers on client specific issues, meeting directly with the client in support of the producer when needed.
Provide direct customer service to the client on accounts
Proactive Client Service
Gather information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market
Ensure that quality and compliance procedures and processes are adhered to
Participate in discussions on renewal strategy and gather renewal information from client
Work with Client Director/Executive on client servicing as needed
Additional Responsibilities Necessary to Successfully Complete Role
Any other duties that may be assigned
Become efficient in online rating with the carriers that require it
Be the point person for online rating with the marketing team.
Our future colleague.
We\'d love to meet you if your professional track record includes these skills:
Bachelor\'s degree in business or related field
These additional qualifications are a plus, but not required to apply:
Property and casualty coverage and risk management knowledge
Must be detailed with excellent organizational and time management skills
Good interpersonal skills and high sense of urgency
Strong interpersonal and sales-related skills in dealing with Producers, Client Executives, Carriers, and Clients
We know there are excellent candidates who might not check all of these boxes. Don\'t be shy. If you\'re close, we\'d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
Instagram
Facebook
X
LinkedIn
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-Hybrid
#MMABI
#J-18808-Ljbffr
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Placement Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our
Placement Specialist
on the
Business Insurance
team, you\'ll provide support to the marketing operations within offices across the region, ensuring the retention and acquisition of quality clients. You\'ll be responsible for preparing submissions for our carrier partners, preparing client presentation materials and ensuring complete and consistent documentation in system of record.
Support to Marketing Operations
Review submissions from Service Team to ensure necessary UW information is received
Prepare draft submission documents and finalize submissions for delivery
Review quotes against specifications and develop side-by-side comparisons
Prepare program proposals
Record and maintain all information accurately on the appropriate systems
Review program binders for accuracy against quotes and complete file reviews
Assist marketing team with bind order to carriers
Participate in regular marketing meetings with team members to discuss and review marketing opportunities for both new and renewal business
Work with producers and service staff in the day-to-day marketing of new & renewal commercial lines business
Collect, Distribute and Track Agency Performance with Carrier Partners
Keep team informed of carrier personnel, underwriting and appetite changes
Act as an advisor for producer on sales calls with clients
Participate in prospect and client calls
Provide Business Insurance expertise to producers on client specific issues, meeting directly with the client in support of the producer when needed.
Provide direct customer service to the client on accounts
Proactive Client Service
Gather information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market
Ensure that quality and compliance procedures and processes are adhered to
Participate in discussions on renewal strategy and gather renewal information from client
Work with Client Director/Executive on client servicing as needed
Additional Responsibilities Necessary to Successfully Complete Role
Any other duties that may be assigned
Become efficient in online rating with the carriers that require it
Be the point person for online rating with the marketing team.
Our future colleague.
We\'d love to meet you if your professional track record includes these skills:
Bachelor\'s degree in business or related field
These additional qualifications are a plus, but not required to apply:
Property and casualty coverage and risk management knowledge
Must be detailed with excellent organizational and time management skills
Good interpersonal skills and high sense of urgency
Strong interpersonal and sales-related skills in dealing with Producers, Client Executives, Carriers, and Clients
We know there are excellent candidates who might not check all of these boxes. Don\'t be shy. If you\'re close, we\'d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-Hybrid
#MMABI
#J-18808-Ljbffr