Job Description
Willis of Seattle is looking for a Placement Specialist. This individual will work with the Client Advocate, Producer and/or Service Team in the design of risk management programs for Commercial and/or Middle Market clients, reviews specifications received from the Service Teams, presents submissions/coverage specifications to carriers, negotiates to secure coverage that meets client needs., advises Client Advocate, Producer and/or Service Team in selecting carrier quotes that meet client needs, prepares and may also present client proposals. Binds carrier quotes and obtains binders and coverage confirmations. Maintains strong relationships with key carriers.ESSENTIAL DUTIES:
- Provides coverage and program design advice and expertise to Client Advocate, Producer and/or Service Team
- Provides knowledge to Client Advocate, Producer and/or Service Team about markets and products as they relate to classes of business
- Assists Client Advocate, Producer and/or Service Team in client meetings as requested with respects to renewal marketing
- Obtains updated renewal information from Client Advocate, Producer and/or Service Team
- Utilizes WillPlace for marketing strageties and keeps the system updated on the placements they process
- Reviews and adjusts submissions/coverage specifications and submits proposals to carriers for quotes
- Receives quotes from carriers and negotiates for the best program for clients, provides coverage comparison
- Prepares quote proposals to present to client
- Communicates with Client Advocate, Producer and/or Service Team regarding program improvements and recommendations
- Preparation and finalization of Carrier and Client quotes & coverage confirmations to ensure contract certainty
- Assists Placement Manager on market relationships and other duties
Job Requirements
- 3 - 5+ years industry experience
- Technical placement and/or underwriting experience
- P&C Broker License
KNOWLEDGE, SKILLS & ABILITIES (REQUIRED):
- Demonstrates knowledge of core insurance principles & provide explanation to clients
- Ability to conduct research
- Deep understanding of required placement workflows
- Self starter/requires minimal supervision
- Will seek guidance when needed
- Solid presentation skills – written and oral
- Good listener
- Strong leadership skills
- Enhancing client service skills
- Ability to deal with difficult client situations
- Demonstrates knowledge of Insurance structures
- Proficient working knowledge of Microsoft Word, Excel and PowerPoint
- Applied/EPIC experience – a plus
Country: USA, State: Washington, City: Seattle, Company: Willis.
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