Placement Specialist, High Net-worth
Placement Specialist, High Net-worth
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Job Description
MarshBerry is growing! We are seeking a Placement Specialist High Networth to join our FirstChoice team. We have a people first fast paced collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn improve and realize their career goals. We offer competitive benefits hybrid work schedules new challenges and learning experiences.
Job Details
Position Summary:
MarshBerry is currently seeking a Placement Specialist High Networth for our Richmond Virginia office. The Placement Specialist High Networth will market quote and bind new business build and maintain mutually beneficial relationships with members and carrier underwriters serve as liaison between members and insurance carriers and provide excellent service to all FirstChoice members and partners.
Responsibilities:
- Review new business submissions and triage appropriately. Identify the best opportunities as well as accounts to decline due to class of business insufficient lead time E&S or nonstandard business etc. within established procedures and timeline.
- Market new and renewal business based on the applicants risk profile and geographic location. Prepare carriergenerated proposals and communicate results to members.
- Proactively develop relationships with FirstChoice members. Work with Regional Sales Directors and/or Regional Sales Leaders to identify and capitalize on crosssell opportunities.
- Maintain knowledge of basic underwriting skills insurance regulations best practices and carrier appetites. Educate members regarding insurance coverages needs and pricing.
- Maintain a suspense system to proactively followup on quotes member correspondence and any outstanding items to bind policies and successfully close new business.
- Maintain electronic files in an orderly manner as prescribed in the FirstChoice standard operating procedures.
- Provide timely courteous and professional customer service to all FirstChoice members and partners.
- Contribute to individual and team written premium goals.
- Other special projects tasks or duties as assigned by Management.
Selection Criteria
Education & Experience:
- Bachelor Degree in Finance Business or other related field or the equivalent of 8 years experience in personal lines insurance.
- Minimum of 5 years experience in personal lines insurance.
- Proficient with technology: CRM Microsoft Word Excel and Power Point. Knowledge of Applied Epic is a plus.
- In depth knowledge of insurance coverages and carriers.
Other:
- Strong analytical and problemsolving skills. Ability to identify and resolve issues in a timely manner.
- Strong written and verbal communication skills with demonstrated creativity with regard to work.
- Outstanding customer service; an enthusiastic professional able to build relationships with coworkers and clients.
- Ability to adjust to changes in priorities and expectations.
- Teamoriented: positive and professional able to show consideration for and maintain good working relations with coworkers. Remains opens to others ideas and exhibits willingness to try new things.
- Ability to multitask; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines along with capacity to work under pressure to create accurate results.
- High ethics: displays strong moral and ethical fortitude prescribing to the values standards and policies of MarshBerry.
- Ability to lift up to 25 pounds.
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously speaking straight being for each other acknowledgement & appreciation and honoring commitments. We are committed to fostering an environment of Diversity Equity and Inclusion. We strive to educate our current and potential employees in these areas while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents brokers and carriers as well as wealth and retirement plan advisors. Our services include but are not limited to financial operational sales management merger and acquisition advisory peertopeer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients with whom we build trusted advisor relationships. At MarshBerry our mission is to help our clients learn improve and realize their value. Our clients credit us for providing the vision tools and discipline to help them reach their strategic goals.
Its one thing to be recognized as experts in our field it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:
- Crains Best Employers in Ohio
- The Nations Best and Brightest in Wellness
- North Coast 99
- Top Work Places The Plain Dealer
- Weatherhead 100
- West Michigans Best and Brightest Companies to Work for
To learn more about MarshBerry visit .
We appreciate your interest in MarshBerry. As an equal opportunity employer your application will be considered with regard to all laws which prohibit discrimination because of race color sex religion national origin age disability military status and genetic information and requirements to take affirmative action in the hiring of minorities including women veterans and those individuals with disabilities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
