Placement Specialist, Private Risk - Insurance Advisory Solutions

Baldwin Risk Partners; Norwich; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in insurance advisory solutions seeks a Placement Specialist in Norwich. This role involves managing marketing accounts and fostering relationships with insurance partners, directly contributing to the firm's growth. Ideal candidates will be detail-oriented, excellent communicators, and proficient in Microsoft Office, with a focus on building strong client relationships.

Qualifications

• No specific certifications required; maintain necessary licenses.
• Strong relationship-building and communication skills needed.
• Detail-oriented with solid analytical capabilities.

Responsibilities

• Responsible for marketing all assigned accounts and assisting in compliance.
• Mentor and coach the Marketing Analyst Team for development.
• Drive organic growth by quoting new accounts and supporting onboarding.

Skills

Relationship-building

Detail-oriented

Analytical skills

Communication

Teamwork

Tools

Microsoft Excel

EPIC

Salesforce

Job description

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Placement Specialist, Private Risk - Insurance Advisory Solutions, Norwich

Job Details

Client: [Client details not provided]

Location: Norwich

Job Category: Other

EU work permit required: Yes

Job Reference: bc71db4cfef9

Job Views: 5

Posted: 02.06.2025

Expiry Date: 17.07.2025

Job Description

The Placement Specialist assists with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This individual will be an internal resource and client-facing, helping drive organic growth in the firm.

Principal Responsibilities

• Responsible for marketing all assigned accounts.
• Assist in auditing and compliance of marketing information.
• Mentor, coach, and train the Marketing Analyst Team.
• Peer review marketing work of others.
• Coordinate service delivery including developing placement and renewal strategies.
• Build strong relationships with insurance partners, understanding carrier requirements and attributes.
• Drive organic growth by quoting new accounts and presenting results to prospects.
• Support smooth client onboarding processes.
• Be a technical expert in onboarding prospects.
• Identify opportunities for process improvements and escalate issues.
• Mentor colleagues as needed.
• Complete special projects as assigned.

Education, Experience, Skills, and Abilities

• Certifications: None required or preferred.
• Licenses: Maintain required licenses or obtain within 90 days of employment.
• Strong relationship-building skills with insurance partners.
• Detail-oriented with analytical skills for plan evaluation.
• Team player with excellent communication skills.
• Aligns with the company's core values and culture.
• Proficient in Microsoft Office, especially Excel; experience with EPIC and Salesforce is a plus.

Working Conditions

Fast-paced, multi-tasking environment.

Important Notice

This description outlines the role's responsibilities and is not a contract. Duties may vary as needed. Reasonable accommodations will be provided for applicable applicants.