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Sr Placement Specialist, Private Risk - Insurance Advisory Solutions (Remote in TX)

Posted 18 days agoViewed

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💎 Seniority level: Senior, 2+ years of related experience

📍 Location: United States of America, Texas, Oklahoma, Louisiana

🔍 Industry: Insurance Brokerage

🏢 Company: brp

🗣️ Languages: English

⏳ Experience: 2+ years of related experience

🪄 Skills: Microsoft ExcelClient relationship managementSales experienceRisk Management

Requirements:
  • Current State Insurance license required.
  • Bachelor's degree preferred.
  • 2+ years of related experience.
  • Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint.
  • Strong verbal and written presentation skills.
  • Organized and detail-oriented with enthusiasm for challenges.
Responsibilities:
  • Manages client service calendar including onboarding, renewals, documentation.
  • Prepares census, MHQ's, and RFP for marketing including claim experience and recommendations.
  • Communicates directly with coverage providers and manages client inquiries.
  • Ensures accuracy in plan execution and client invoicing.
  • Reviews existing insurance programs for potential additions and submits proposals.
  • Cultivates strong relationships with clients and insurance partners.
  • Identifies improvement opportunities within the firm.
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