Placement Broker Executive
US$100,000 – US$145,000 / yr base salary
Posted 15 May 2026
Advertised as “Placement Broker Executive ”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 4+ yrs
- Management level
- Individual contributor
- Visa sponsorship
- Not offered
Compensation
| Base salary | US$100,000 – US$145,000 / yr |
|---|
Role speciality
InsuranceInsurance Placement
Useful technologies
ExcelImageRightMicrosoft OfficePowerPointWord
Required qualifications
CertificationsResident State Insurance Producer License, Non-Resident State Producer Licenses
Study levelBachelor's
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 schedules needed to send to the markets with the Underwriting Submission.
- Analyze loss runs and other loss information provided to produce Loss Summaries, Schedules of Large Losses and Deductible analysis for marketing purposes and other loss forecasting.
- In conjunction with the Marketing Executive, negotiate terms and conditions with insurance carriers on extensive lines of coverage as needed. Understanding of the markets and their capabilities and appetites needed.
- Prepare New Business Proposals using approved Standard Documents.
- Promote teamwork and commitment to department/corporate goals.
Other Functions
- Attend new business and prospect presentations when appropriate.
- Review and analyze contracts and agreements for deficiencies to address in the CSCR.
- Review and analyze financial documents for discussion in the CSCR.
- Organize information received for preparation of CSCR.
- Is a technical resource for other Conner Strong & Buckelew team members.
- Attend carrier capabilities meetings.
- Administers coverage analysis for creation of standard Coverage Summaries.
- Other duties as assigned.
- Oversee accuracy of data in ImageRight.
Requirements