Hilb Group

Financial Services

ClientPlacementAssistant

$38–52k ~AI est. Cranston, Rhode Island, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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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