Placement Specialist, Small Business

MarshBerry is growing! We are seeking a Small Business Placement Specialist to join our FirstChoice team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

MarshBerry is currently seeking a Small Business Placement Specialist to join our Richmond, Virginia office. The Small Business Placement Specialist will focus on marketing, quoting, and binding new business accounts within the Small Business Unit, supporting all territories for small commercial new business. As part of the marketing effort, this role will serve as a liaison between the retail agent and carrier, providing excellent service to all FirstChoice members and partners.

Responsibilities:

• Review new business submissions and triage appropriately. Identify the best opportunities as well as accounts to decline due to eligibility, appetite, timeline, etc. within established procedures and timeline.

• Use a commercial comparative rater to market new business based on the applicant’s risk profile and geographic location. Prepare carrier-generated proposals and communicate results to agency members.

• Maintain knowledge of basic underwriting skills, insurance regulations, best practices, and carrier appetites. Educate member agents regarding commercial insurance coverages, needs, and pricing.

• Maintain a suspense system to proactively follow-up on quotes, member correspondence, and any outstanding items to bind policies and successfully close new business.

• Maintain electronic files in an orderly manner as prescribed in the FirstChoice standard operating procedures.

• Provide timely, courteous, and professional customer service to all FirstChoice members and partners.

• Contribute to individual and team written premium goals.

• Other special projects, tasks, or duties as assigned by Management.

Selection Criteria

Education & Experience:

• Bachelor’ degree in Finance, Business, Risk Management or related field or the equivalent of 3-5 years of P&C insurance experience with agency or brokerage experience preferred.
• Minimum of 2 years’ experience in commercial lines insurance.
• PC license required. Insurance related designation a plus (CLCS, CPCU, CIC, ARM)
• Experience using CRM tools such as SalesForce, Applied/Epic or another AMS platform.

• Prior use of rating platforms, particularly within commercial lines (Semsee, Bold Penguin).

• Experience working in an intermediary role, connecting customers with solutions.

• Program management experience a plus.

Other:

• Drives for results: Consistently meets or exceeds expectations. Ensures timely and accurate completion of all assignments and projects. Pushes through challenges to achieve quantifiable results.
• Customer service: Consistently demonstrates a “customer first” attitude. Ensures the customer has a complete and satisfactory experience in terms of products/services rendered and questions/concerned addressed.
• Communication: Conveys information clearly and concisely in written and verbal form. Listens attentively to others and responds based on information received.
• Prioritization: Organizes job duties. Meets deadlines. Aligns projects and tasks with corporate objectives. Ensures work being completed aligns with successful achievement of corporate, departmental, and team goals and deadlines issued.
• Process oriented: Consistently follows procedures to ensure accurate completion of tasks. Utilizes data when making decisions and to identify inefficiencies and/or inaccuracies of standard operating procedures and makes suggestions for improvement.
• Collaboration: Proactively seeks opportunities to work with peers and be part of a team. Capable of completing a task or project in conjunction with others. Appropriately includes others in the decision-making process.

• Confidentiality: Maintains privacy of proprietary information in internal and external communications.
• Accountability and Responsibility: Willingly accepts responsibility for the results of one's actions or behaviors. Explicitly claims ownership of, takes action, and answers for consequences, both positive and negative.

• Integrity: Upholds the highest ethical standards in one's behaviors and activities.
• Ability to lift up to 25 pounds.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.