Placement Specialist, Private Risk - Bks Partners

The Placement Specialist assists with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends.
POSITION SUMMARY:

• The Placement Specialist assists the Sr 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.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• 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 segments.
• Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a heavy emphasis on Excel.
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment
• Some local travel may be required

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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