Places and markets new and renewal insurance accounts, reviews applications, analyzes risks, gathers underwriting information, prepares quotes and proposals, explains coverage options, and builds relationships with producers and insurance carriers. The role requires knowledge of insurance rating guidelines, carrier systems, Excel, and specialized coverage areas including flood, workers compensation, and builders risk.
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Placement Advisor to join our team. This position will report to our agency located in Williston Park, NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, is able to work well with a team, and adapts quickly to change. This is a hybrid position.
Responsibilities:
- Responsible for the placement and marketing of new and renewal accounts with revenue between 15,000-75,000.
- Review insurance applications, gather necessary information about the applicant and the insured property or vehicle.
- Analyze risk factors.
- Educate customers on the benefits and features of coverages and products.
- Present quotations, spreadsheets, schedules of insurance and proposals to clients.
- Interact and create relationships with producers, and carriers.
Qualifications:
- High School or college degree.
- NY Insurance knowledge desired.
- Independent usage and understanding of manual rating, eligibility and guidelines.
- Knowledge of specific carrier software to calculate premiums
Knowledge of excel a must. - Ability to maintain detail records and explain rating decisions.
- Knowledge of HNW markets- Middle Markets carriers, Travelers, Progressive.
- Knowledge of Flood, Workers Compensation and Builders Risk insurance.
Benefits:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
Compensation:
- $100,000-$125,000/yr.
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
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