Placement Consultant

Placement Consultant

Collaborate with the Service Team to ensure the following processes are completed :

Oversee and Manage the Process :

• Ensure you have a clear understanding of the new business and renewal accounts assigned to you.
• Keep track of all accounts and their respective timelines to ensure timely processing.

Primary Contact with Service Team :

Review Submissions to the Insurance Market :

Facilitate Insurance Placement Strategy Calls :

Submit submissions to market :

Negotiate Coverage, Terms, and Pricing :

Review Exposures, Forms, Terms, and Conditions :

Provide Quote Comparisons and Proposals :

Complete Bind Orders :

Management Systems :

Ongoing Communication :

Teamwork :

Technical Expertise :

Requirements :