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Placement Specialist, Private Risk - Insurance Advisory Solutions, Norwich
Job Details
Client: [Client details not provided]
Location: Norwich
Job Category: Other
EU work permit required: Yes
Job Reference: bc71db4cfef9
Job Views: 5
Posted: 02.06.2025
Expiry Date: 17.07.2025
Job Description
The Placement Specialist assists with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This individual will be an internal resource and client-facing, helping drive organic growth in the firm.
Principal Responsibilities
* Responsible for marketing all assigned accounts.
* Assist in auditing and compliance of marketing information.
* Mentor, coach, and train the Marketing Analyst Team.
* Peer review marketing work of others.
* Coordinate service delivery including developing placement and renewal strategies.
* Build strong relationships with insurance partners, understanding carrier requirements and attributes.
* Drive organic growth by quoting new accounts and presenting results to prospects.
* Support smooth client onboarding processes.
* Be a technical expert in onboarding prospects.
* Identify opportunities for process improvements and escalate issues.
* Mentor colleagues as needed.
* Complete special projects as assigned.
Education, Experience, Skills, and Abilities
* Certifications: None required or preferred.
* Licenses: Maintain required licenses or obtain within 90 days of employment.
* Strong relationship-building skills with insurance partners.
* Detail-oriented with analytical skills for plan evaluation.
* Team player with excellent communication skills.
* Aligns with the company's core values and culture.
* Proficient in Microsoft Office, especially Excel; experience with EPIC and Salesforce is a plus.
Working Conditions
Fast-paced, multi-tasking environment.
Important Notice
This description outlines the role's responsibilities and is not a contract. Duties may vary as needed. Reasonable accommodations will be provided for applicable applicants.
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