Placement Broker Executive

Job Summary 

The Placement Broker Executive administers the creation, development and presentation of the Conner Strong & Buckelew Consultative Review (CSCR), in addition to providing support in the marketing of new business opportunities; obtaining quotations and assisting in the preparation of Submissions, Proposals and Binders.

Principal Responsibilities 

• Review and analyze insurance policies for deficiencies compared to current exposures of a Prospect's insurance program.
• Develop a comprehensive understanding of an Insured or Prospect's business operations and the insurance policies necessary to best protect the assets of the corporation and the owners of the business.
• Creation of customized CSCR for all lines of coverage.
• Development and maintenance of Standard CSCR Power Point slides to be used for all lines of coverage, as needed.
• Prepare detailed comparison of the Named Insureds versus existing entities.
• Assist the Business Development Producer (BDP) in compiling and gathering the necessary information required for an underwriting submission.
• Using the Standard Documents created for Conner Strong & Buckelew, create the exposure sche