Placement Specialist, Commercial Risk-Middle Market

The Baldwin Group; Lakeland (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

The Baldwin Group is a leading insurance brokerage offering Commercial, Private, and Employee Benefits risk management across the U.S. and abroad. The Placement Specialist supports the Placement Executive by marketing accounts, maintaining insurer relationships, and leveraging market insights.

You will coach the Marketing Analyst Team, audit information, and help drive renewal strategies. In this role you’ll nurture strong insurer partnerships, generate reports, and seek opportunities to improve

Qualifications

• Bachelor’s Degree preferred and/or 4+ years work related experience.
• Prefer some experience in an agency environment.
• Active insurance license required.
• Licenses must be maintained per state requirements, with potential to obtain within 90 days.

Responsibilities

• Market all assigned accounts.
• Audit and ensure marketing information compliance.
• Mentor, coach and train the Marketing Analyst Team.
• Peer review marketing work product of others.
• Coordinate service delivery on accounts including placement and renewal strategy.
• Cultivate relationships with insurance company partners and know carrier requirements.
• Maintain deep knowledge of at least one carrier.
• Generate periodic reports for distribution.
• Identify opportunities to improve the firm, business segments, and processes.
• Escalate issues and discrepancies to leadership.
• Serve as a mentor to colleagues when requested.
• Complete special projects as assigned.

Skills

Relationship building

Attention to detail

Teamwork

Proactive communication

Education

Bachelor’s Degree preferred

Active insurance license

Tools

Excel

Word

PowerPoint

Outlook

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad.

The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Placement Specialist assists the Placement Executive with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This role provides training, coaching, and mentoring to the Placement Coordinator.

Primary Responsibilities

• Responsible for marketing all assigned accounts.
• Assisting in auditing and compliance of marketing information.
• Assists in the mentoring, coaching, and training for the Marketing Analyst Team.
• Peer reviews marketing work product of others.
• Coordinates service delivery on assigned accounts including developing initial placement and renewal strategy.
• Cultivates strong relationships with insurance company partners, responsible for knowing carrier requirements and attributes, and in-depth knowledge of at least one carrier.
• Generates periodic reports for distribution.
• Looks for opportunities to improve the firm, Business Segment and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.
• Serves as a mentor to colleagues as requested.
• Completes special projects as assigned.

Knowledge, Skills & Abilities

• Capable of cultivating strong relationships with insurance company partners, including key insurance markets and insurance company partner representatives
• Detail oriented and able to analyze various benefit plans to provide the appropriate recommendations for clients and prospects.
• Ability to work as part of a team and build relationships with all firm business segments.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a heavy emphasis on Excel.
• Ability to learn any other appropriate program or software system used by the firm as necessary

Education & Experience

• Bachelor’s Degree preferred and/or 4+ years work related experience. Prefer some experience in an agency environment.
• Active insurance license required
• Certification(s): None required; None preferred
• License(s): 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 required; 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 preferred

Other

• Fast paced multi-tasking environment
• Some local travel may be required

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.