Hilb Group
Financial Services
ClientPlacementAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Placement Assistant at Hilb Group. Skills: Financial illustrations, Data analysis. Obtain and verify rates. Prepare client-facing proposals”
What You'll Achieve.
Accurate high-quality proposals; Reliable data support; Strengthened collaboration; Improved client-facing deliverables; Efficient coordinated service delivery
Industry & Context.
Data validation
What They're Looking For.
Must Have
Bachelor's degree equivalent work experience
Nice to Have
Advanced Excel and analytical capabilities
What You'll Do.
Obtain and verify rates
Prepare client-facing proposals
Build Excel-based financial illustrations
Coordinate with Account Managers
Review client census data
Reconcile discrepancies
Communicate to clarify data
Maintain consistent file structure
Prepare and distribute RFPs
Follow up with carriers
Prepare summary comparisons
Communicate with team members
Align work with workflows
Ensure documentation accuracy
Assist with data integrity tasks
Apply data validation skills
Produce error-free data checks
Follow structured workflows
Use standardized tools
Work effectively with team members
Balance multiple deadlines
Express information clearly
Ask clarifying questions
Operate in fast-paced environment
Build understanding of funding arrangements
Build understanding of plan structures
Build understanding of carrier platforms
Build understanding of market trends
Develop advanced Excel capabilities
Develop analytical capabilities
Grow familiarity with practice workflows
Ensure accurate proposals
Ensure high-quality financial models
Support renewal workflows
Support new business workflows
Strengthen collaboration
Improve client-facing deliverables
Contribute to efficient delivery
Support Account Managers
Support Senior Account Managers
Participate in team meetings
Contribute to process improvement
How You'll Work.
Team & Collaboration
Internal team members; External partners; Account Managers; Senior AMs; Consultants; Brokers; Employee Benefits team
Communication Scope
Professional communication; Clarifying questions
Full Job Description
**Grow With Us!** At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Placement Assistant to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. **Responsibilities:** * Obtains and verifies rates using multiple quoting platforms to ensure alignment with client specifications. * Prepares accurate client‑facing proposals across medical, dental, vision, life, disability, voluntary, and other employee benefits lines. * Builds and maintain Excel‑based financial illustrations and models with a high level of accuracy. * Coordinates with Account Managers, Senior AMs, and Consultants to prepare proposal packages and respond to data needs. * Reviews client census data for accuracy and completeness. * Reconciles discrepancies across carrier invoices, RFP responses, and client‑submitted information. * Communicates with clients or internal teams to clarify missing or inconsistent data. * Maintains consistent file structure and data standards within team systems. * Prepares and distributes Requests for Proposals (RFPs) using standard processes. * Follows up with carriers and vendors to ensure timely receipt of requested information. * Organizes responses and prepare summary comparisons for internal stakeholders. * Communicates effectively with internal team members and external partners via email, virtual meetings, and phone. * Aligns work with established team workflows and renewal processes. * Ensures documentation, proposals, and file structures are maintained with a high degree of accuracy and completeness. * Assists with internal data integrity tasks, including updating systems such as Plansigh
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