Placement Manager, Innovation & Small Business

Baldwin Group Colleague; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Baldwin Group Colleague is seeking a Placement Manager to service client needs, prepare RFPs, and craft data for marketing efforts to source alternative coverages. The role emphasizes negotiating with carriers to secure optimal plans and maintaining professional client communications.

The position requires knowledge of the insurance marketplace, the ability to design client solutions, and the capacity to manage multiple tasks in a fast-paced environment.

Qualifications

• 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.

Responsibilities

• Maintain thorough knowledge of the insurance marketplace and develop relationships with key underwriters.
• Assess client needs, design solutions and negotiate with carriers for best coverage.
• Market high-complexity client business to multiple carriers for new and renewal opportunities.
• Identify appropriate carriers, submit quotes, negotiate favorable terms and prepare proposals.
• Stay current on industry news, products, coverage and technology.
• Attend meetings, workshops, carrier events, and networking functions when requested.

Skills

Client needs assessment

Negotiation

Presentation skills

Written communication

Multi-tasking

Education

Bachelor's degree preferred

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.

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.