Placement Manager, Innovation & Small Business

Baldwin Group Colleague, Inc.; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote work option

Job summary

The Baldwin Group seeks a Placement Manager to service client needs promptly, prepare RFPs, claim reports and renewal details, and position data for marketing efforts to explore alternative coverages.

You will maintain relationships with key underwriters, assess client needs, design coverage solutions, negotiate favorable terms, and market business to carriers across complex client profiles while staying informed on industry trends.

Qualifications

• Bachelor’s degree preferred and/or 7+ years’ work related experience.
• Active insurance license required.
• Proficient user of Microsoft Office – Word, Excel, PowerPoint.

Responsibilities

• Maintain knowledge of the insurance marketplace and relationships with key underwriters.
• Assess client needs, design solutions, and negotiate with carriers for appropriate coverage.
• Market client business to carriers, including new and renewal business, for complex needs.
• Submit applications for quotes, negotiate favorable rates and terms, and prepare insurance proposals.
• Stay current on industry news, products, coverage and technology.

Skills

Negotiation

Presentation

Writing & communication

Multi-tasking

Needs analysis

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

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. #LI-JL1 #LI-REMOTE

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 is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.