Placement Specialist (Private Risk)

Location: Remote US

Company

hirify.global provides insurance-related account placement and risk transfer services through relationships with insurance company partners.

What you will do

• Market all assigned accounts and assist with auditing and compliance of marketing information.
• Coordinate service delivery, including initial placement and renewal strategies for assigned accounts.
• Maintain relationships with insurance company partners, understand carrier requirements and attributes, and develop in-depth knowledge of at least one carrier.
• Peer review marketing work, generate periodic reports, and identify process improvements and discrepancies.
• Mentor, coach, and train Marketing Analyst Team members and other colleagues as requested.
• Complete special projects as assigned.

Requirements

• Active insurance license required.
• Maintain all licenses required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or be willing and able to obtain the required licenses within the first 90 days of employment.
• At least 4 years of related work experience.
• Ability to cultivate relationships with insurance company partners and representatives.
• Ability to analyze benefit plans and provide appropriate recommendations for clients and prospects.
• Ability to work collaboratively and build relationships across firm business segments.
• Intermediate to advanced knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, with a strong emphasis on Excel.
• Ability to learn other programs and software systems used by the firm.

Nice to have

• Bachelor’s degree preferred.
• Experience in an agency environment preferred.

Culture & Benefits

• Remote work arrangement within the United States.
• Work aligned with the organization’s core values and culture.