Full-time

Risk Strategies is hiring a Senior Private Client Placement Lead

About the Role

RSC Insurance Brokerage, Inc. is hiring a Senior Private Client Placement Lead to join our Private Client Services (PCS) team. In this senior-level role, you will oversee PCS Marketing Specialists and drive strategic placement initiatives for high-value new business, leveraging your expertise to build strong relationships and ensure alignment with agency goals.

What You'll Do

  • Supervise and mentor PCS Marketing Specialists, providing guidance, training, and performance feedback.
  • Ensure consistency and quality in marketing practices across the team.
  • Collaborate with PCS Team Leads and Account Managers to align team efforts with business objectives.
  • Lead the quoting and placement of complex and high-value New Business submissions.
  • Maintain a personal book of quoting responsibilities while supporting team efforts.
  • Provide strategic direction on carrier selection and placement strategy.
  • Cultivate and maintain strong relationships with carrier underwriters and marketing representatives.
  • Serve as a key liaison between producers and carriers to facilitate successful placements.
  • Represent PCS in carrier meetings and industry events as needed.
  • Ensure compliance with internal procedures and documentation standards.
  • Monitor and report on placement metrics, team performance, and market trends.
  • Support proposal development and presentation for high-profile clients.
  • Oversee accurate and timely entry of data into agency management systems.
  • Identify opportunities for process improvement and system optimization.

What We're Looking For

  • 5+ years’ experience in Private Client insurance marketing or placement.
  • Proven leadership experience or team management in a brokerage or agency setting.
  • Deep knowledge of High-Net-Worth carriers: Chubb, PURE, Berkley One, Vault, PCS Select.
  • Valid P&C broker’s license.
  • Strong understanding of Private Client underwriting, coverage, and market dynamics.
  • Excellent communication and interpersonal skills, with ability to influence and negotiate.
  • Proficiency in agency management systems and Microsoft Office Suite.
  • Highly organized, detail-oriented, and able to manage multiple priorities under pressure.

Nice to Have

  • College degree preferred.
  • Industry designations (CAPI, CPRIA, CIC, CISR) strongly preferred.

Technical Stack

  • AMS360, WorkSmart, EPIC, Microsoft Office Suite

Team & Environment

This is a senior-level role within the Private Client Services (PCS) team, overseeing PCS Marketing Specialists.

Benefits & Compensation

  • Compensation range: $84,500 - $135,000 Annual.
  • Certified a Great Place to Work in 2023.
  • Company committed to Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Required Skills
AMS360WorkSmartEPICMicrosoft Office SuiteInsurance PlacementClient ManagementRisk ManagementAccount ManagementBusiness DevelopmentTeam Leadership
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About company
Risk Strategies

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

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Job Details
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Posted 3 months ago