Senior Private Client Placement Lead

The Senior Placement Lead is a senior-level role within the Private Client Services (PCS) team, responsible for overseeing the PCS Marketing Specialists and driving strategic placement initiatives. This individual will lead the marketing and quoting of new business, foster strong relationships with underwriters and producers, and ensure alignment with agency goals and carrier expectations. The role combines leadership, mentorship, and hands-on placement expertise to elevate the PCS team's performance and client outcomes.

Your Impact:

• 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 (AMS360, WorkSmart, EPIC).
• Identify opportunities for process improvement and system optimization.

Successful Candidates Will Have:

• 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
• College degree preferred; industry designations (CAPI, CPRIA, CIC, CISR) strongly preferred
• 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

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. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range:

$84,500 - $135,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

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. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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