Placement Specialist, Private Risk

The Placement Specialist assists the Placement Executive with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This role provides training, coaching, and mentoring to the Placement Coordinator. PRIMARY RESPONSIBILITIES: Responsible for marketing all assigned accounts. Assisting in auditing and compliance of marketing information. Assists in the mentoring, coaching, and training for the Marketing Analyst Team. Peer reviews marketing work product of others. Coordinates service delivery on assigned accounts including developing initial placement and renewal strategy. Cultivates strong relationships with insurance company partners, responsible for knowing carrier requirements and attributes, and in-depth knowledge of at least one carrier. Generates periodic reports for distribution. Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. Serves as a mentor to colleagues as requested. Completes special projects as assigned. KNOWLEDGE, SKILLS & ABILITIES: Capable of cultivating strong relationships with insurance company partners, including key insurance markets and insurance company partner representatives Detail oriented and able to analyze various benefit plans to provide the appropriate recommendations for clients and prospects. Ability to work as part of a team and build relationships with all firm business seg