Placement Executive - Commercial - Real Estate

The-Baldwin-Group; Boston (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

The Baldwin Group in Boston is seeking an Insurance Placement Executive to join the team and collaborate with Advisors and Directors to deliver high-level service to clients. The role emphasizes client needs assessment, solution design, and carrier negotiations to secure optimal coverage.

Responsibilities include market outreach to multiple carriers, quote submissions, and proposal preparation, with ongoing industry learning and professional conduct expected in a fast-paced environment.

Qualifications

• Bachelor’s Degree preferred and/or 10 years’ work-related experience.
• Active state insurance license required.
• Professional designations such as ARM, CPCU, CRM or CIC are a plus.
• Maintains all licenses as required by the State Department of Insurance and may obtain all required licenses within 90 days of employment.

Responsibilities

• Maintain accounts and promote a positive working environment with clients, insurance companies, and agency personnel.
• Assess client needs, design solutions, and negotiate with carriers to obtain appropriate coverage.
• Market client business to a variety of insurance carriers; submit applications for quotes and prepare proposals.
• Stay current on industry news, products, coverage and technology; attend meetings and networking events as requested.

Skills

Client communication

Negotiation

Presentation skills

Multi-tasking

Analytical thinking

Time management

Education

Bachelor’s Degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

The mission of the Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.PRIMARY RESPONSIBILITIES:In-depth knowledge of insurance products and services including knowledge of policy forms, terms/conditions.Maintain thorough knowledge of the insurance marketplace as well as develop and maintain significant relationships with key underwriters, ensuring thorough evaluation of qualified companies in the marketplace.Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain most appropriate coverage plans for clients.Market client business, typically of higher complexity, to a variety of insurance carriers, new and renewal business.Identify appropriate carriers, submit applications for quotes, negotiate favorable rates including terms & conditions and prepare Insurance Proposals.Stay current on industry news, products, coverage and technology.Consistently maintain professional and appropriate demeanor.Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested.KNOWLEDGE, SKILLS & ABILITIES:Ability to prepare written correspondence, reports, and analyses in a timely manner to clients and Insgroup associates.Analyze situations, identify problems, recommend solutions, and evaluate outcomes.Demonstrated presentation and negotiation skills required.Exceptional writing and communication skills.Ability to multi-task, meet deadlines and thrive in a fast-paced environment.EDUCATION & EXPERIENCE:Bachelor’s Degree preferred and/or 10 years’ work-related experience. Prefer some experience in an agency environment.Active state insurance license requiredProfessional designations a plus such as, ARM, CPCU, CRM or CIC.Proficient user of Microsoft Office – Word, Excel, PowerPoint.Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.IMPORTANT NOTICE:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.