Placement Manager, Innovation & Small Business

The Baldwin Group; Oregon; Hybrid; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

The Baldwin Group in the United States is seeking a Placement Manager to service client needs, prepare RFPs, claim reports, and renewal details. The role involves designing coverage solutions, negotiating with carriers, and marketing client business to ensure the best terms.

You will stay current on industry developments, maintain relationships with underwriters, and represent the firm at meetings and networking events. A strong background in agency insurance is preferred.

Qualifikationen

• Bachelor's degree or equivalent experience is preferred.
• 7+ years of related work experience is expected.
• Active insurance license is required.

Aufgaben

• Maintain knowledge of the insurance marketplace and relationships with underwriters.
• Assess client needs and design solutions with carriers.
• Market client business to carriers, including new and renewal business.
• Identify carriers, submit quotes, and prepare proposals.
• Stay current on industry news, products, and technology.
• Maintain professional demeanor and attend meetings and events as requested.
• Prepare client RFPs, claim reports and renewal details for marketing efforts.

Kenntnisse

Written communication

Negotiation skills

Presentation skills

Analytical thinking

Multitasking under deadline pressure

Ausbildung

Bachelor's degree preferred

7+ years related experience

Agency experience preferred

Active insurance license

Tools

Microsoft Office Suite

Jobbeschreibung

Job Description Summary: The Placement Manager services the needs of our clients in a prompt and efficient manner. The Placement Manager prepares all client RFP's, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.

PRIMARY RESPONSIBILITIES

• 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 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 7+ years' work related experience.
• Prefer some experience in an agency environment.
• Active insurance license required
• Proficient user of Microsoft Office - Word, Excel, PowerPoint.