Placement & Partner Relations Specialist

The-Baldwin-Group; United States; Remote; USD 65,000 - 95,000; Full time

Job summary

The Baldwin Group seeks a Placement Specialist to support the Placement Executive by marketing accounts and maintaining strong relationships with insurance partners. The role includes mentoring the Marketing Analyst Team and ensuring accurate marketing information across accounts.

Responsibilities include developing placement and renewal strategies, coordinating service delivery, and generating periodic reports.

Qualifications

• Bachelor’s degree preferred or 4+ years work related experience.
• Active insurance license required.
• Strong data analysis and reporting abilities.
• Ability to learn firm-specific software and systems.

Responsibilities

• Market all assigned accounts and manage marketing efforts.
• Audit and ensure accuracy of marketing information.
• Mentor and train the Marketing Analyst Team.
• Peer review marketing work products.
• Coordinate service delivery on accounts, including placement and renewal strategy.
• Develop strong relationships with insurance company partners and stay informed on carrier requirements.
• Generate periodic reports for distribution.
• Identify and communicate opportunities to improve the firm and processes.
• Take on special projects as assigned.

Skills

Relationship building

Mentoring & training

Team collaboration

Detail orientation

Analytical skills

Communication

Education

Bachelor’s degree preferred

Tools

Excel

Microsoft Office

Job description

The Baldwin Group seeks a Placement Specialist to support the Placement Executive by marketing accounts and maintaining strong relationships with insurance partners. The role includes mentoring the Marketing Analyst Team and ensuring accurate marketing information across accounts.

Responsibilities include developing placement and renewal strategies, coordinating service delivery, and generating periodic reports.