Risk Placement Lead, National Accounts

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Relation Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • Insurance • B2B

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Proactively solicits new and renewal business from Sales Producers • Acts as a resource for carrier information, including appetite guides, carrier brochures, whom to contact, and other important information • Mentors regional risk placement team members • Trains team members on duties, expectations, standards, and policies • Works with the Director of Placement, National Accounts to oversee employees’ day to day activities and implement projects and directives • May participate in the hiring process and provide recommendations for new hires • Oversees and manages the new hire onboarding process to ensure success of new risk placement associates • Holds monthly renewal meetings with Sales Producers and Account Managers to designate accounts that need to be marketed through the Placement Team • Reviews applications and obtains additional information from Sales Producers or Account Managers as needed • Partners with Sales Producers to ensure the prospect's needs have been met • Collaborates and implements a renewal strategy based on potential and existing clients’ risk profiles, market conditions, and carrier options • Develops the submission narrative describing risk, losses & controls, target premium, and quote due date • Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, brochures, etc • Follows up with markets to ensure submissions were received and to inquire whether further information is required • Compares quotes received with application and other quotes • Prepares and completes proposals • Utilizes AMS360 and ImageRight to document the placement process and to collaborate with the service team • Engages with insurance carriers to negotiate favorable renewal terms • Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service • Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external) • Adheres to legal and regulatory requirements in the insurance industry

🎯 Requirements

• High School Diploma or equivalent • Four-year degree preferred • A Property and Casualty License from the state of domicile is required and must be maintained • Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business • Prior experience acting in a mentor capacity and/or successfully leading a large project team • Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel • Ability to learn and adapt quickly to new technologies and software • In-depth understanding of personal lines of coverage • Excellent written/verbal communication and interpersonal skills • Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines • Strong, proactive communications to keep internal and external engagements current • Professional and polished presence and communications for virtual or in-person meetings • Must value operating in a collaborative working environment • Strong analytical and mathematical skills.

🏖️ Benefits

• Competitive pay • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays