Position Title : Placement Specialist

FLSA Status : Exempt

Position Summary : The Placement Specialist leads the marketing process for Business Insurance renewals.

• Qualified candidates can be based anywhere in Louisiana.
• We have offices in Metairie, Mandeville, Baton Rouge, Lafayette, Lake Charles, and Shreveport.

Job Responsibilities :

1. Leads the renewal process, adhering to the established renewal workflow and timelines.

Recommends changes to the renewal process that will result in greater internal efficiency and

excellent customer service.

2. Coordinates and communicates with internal partners throughout the marketing process to

ensure consistently high levels of client service.

• 3. Meets with insured prior to renewal to obtain current information and identify exposures.
• 4. Determines appropriate markets, carriers, and coverages to quote for client needs.
• 5. Sends completed applications to carriers. Answers all carrier requests and questions until

quotes are received.

• 6. Completes analysis of quotes and coverages to determine options for proposal.
• 7. Meets with insured to present proposal. Provides guidance in coverage selections.
• 8. Binds coverage as authorized by the client.
• 9. Creates executive summary of renewal to share with internal partners.
• 10. Updates Agency Management System with all submission notes and results.
• 11. Quotes new lines of coverage mid-term as needed.

12. Performs other specific duties and projects assigned by the Chief Operations Officer.

Denotes essential job functions

The duties and responsibilities described are not a comprehensive list. Additional tasks may be assigned

to the employee and the scope of the job may change as necessitated by business demands.

Education :

College degree preferred

Work Experience :

At least 5 years of related experience preferred

Professional Certifications / Licenses :

P&C License Required

Knowledge, Skills and Abilities :

Ability to understand and analyze commercial Lines coverage, markets, forms, and policies

Above average mathematical skills

Strong attention to details and accuracy

Strong organizational skills and ability to manage deadlines

Strong verbal and written communication skills

Working knowledge of computers and MS Office products; working knowledge of Sagitta agency

management system preferred

Special Job Conditions :

Environment in which constant deadlines exist

Must be available to work outside of regularly scheduled hours if necessary to meet client needs and

deadlines

Prolonged periods sitting at a desk and working on a computer

Single-day regional travel required for client meetings

Marsh McLennan Agency LLC, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, Marsh McLennan Agency LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Last updated : 2024-05-19