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Placement Specialist - Business Insurance

Marsh McLennan Agency, La Vista, NE, United States


Placement Specialist – Business Insurance 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.

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

Advisor and Client Service Responsibilities

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.

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:

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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.

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