Strategic Placement Specialist - Insurance

Deer Park, IL
Full Time
PCS
Mid Level

The Plexus Groupe is looking for candidates who dream big.  Do you enjoy working with best-in-class solutions? Do you want to be part of a company growing faster than ever?  If so, then you will want to read on!

We currently have an opening for a Strategic Placement Specialist at our Deer Park, IL headquarters office. 

Summary:

The role of the Strategic Placement Specialist (SPS) will work in close collaboration with our sales associates and service teams to help generate and facilitate new business. The SPS will develop relationships with underwriters and present a unified voice on behalf of the Plexus Private Client Services Practice. This role will review the current coverage of prospective clients and identify markets that would serve the needs of the prospective client's program, by collaborating with the producer and/or service team to develop the proposal. In some situations, the SPS may be required to close business independently.  

Job Responsibilities:

• Collaborate with producers and the service teams to grow and expand referral sources.
• Collect and assess current coverage information from prospective clients, while evaluating and analyzing data.

• Prepares comprehensive strategic placement evaluations, incorporating product and service requirements.
• Provides tailored advice, outlining the advantages and disadvantages of various market options.

• Delivers proposals, in collaborations with producers and service team associates.

• Maintains accurate and timely updates in the client management system.
• Ensures compliance with regulatory requirements and internal policies and procedures.
• Reviews and interprets carrier contract language to provide optimal client coverage recommendations. 

Requirements:

• BA/BS degree or equivalent experience.
• 10+ years personal lines insurance experience 
• Ability to communicate to explain complex issues, receive and interpret complex information, and respond appropriately.
• Working knowledge of personal lines insurance products and usage, insurance markets, reference to changes in personnel at markets, and alterations to policy forms/coverages.
• Ability to travel to client, prospect and carrier meetings when needed.
• Ability to work independently as well as collaboratively with a team.
• Proficient in Microsoft Office Programs, loss forecasting software, agency management systems.
• Must possess a current and valid Property & Casualty license.

Physical Demands:
• Ability to perform primarily sedentary work, frequently using a computer (visual acuity, fine motor skills) and telephone (talking and hearing)
• Ability to read, write and communicate effectively
•Lift and carry up to 15 pounds
• Able to handle the physical demands of travel

Position Type and Expected Work Hours:
This is a full-time position, scheduled for 40 hours each week. Days and hours of work are Monday through Friday, 8:00am through 5:00pm, with some flexibility in hours. 

Compensation and Benefits:
The approximate annual salary range for this position is $65,000 - $80,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/

At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services.

As a proud partner of Assurex Global—the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide.

Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit www.plexusgroupe.com to learn more.

 

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