Placement Specialist, Commercial Risk-Middle Market

Baldwin Group Colleague, Inc.; Lakeland (FL); Vor Ort; USD 50.000 - 65.000; Vollzeit

Zusammenfassung

The Baldwin Group, a prominent insurance brokerage, seeks a Placement Specialist to market accounts, mentor the Marketing Analyst Team, and coordinate placement and renewal strategies. You will build strong relationships with carrier partners and participate in reporting and process improvements.

Bachelor’s degree preferred or 4+ years of experience; licensing with the State Department of Insurance is required or can be obtained within 90 days.

Qualifikationen

• Bachelor’s degree preferred or 4+ years related experience.
• Licenses as required by the State Department of Insurance or able to obtain within 90 days.
• Strong relationship-building with insurance partners.
• Proficient in Microsoft Office, especially Excel.

Aufgaben

• Market all assigned accounts.
• Audit and ensure marketing information compliance.
• Mentor Marketing Analyst Team and review peers.
• Coordinate service delivery including placement/renewal strategy.
• Cultivate relationships with insurance carriers and understand carrier requirements.
• Generate periodic reports for distribution.

Kenntnisse

Relationship building

Teamwork

Detail oriented

Communication

Ausbildung

Bachelor’s degree

4+ years of experience

Tools

Microsoft Office

Excel

Jobbeschreibung

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.

Certification(s): None required; None preferred

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 #LI-NS1 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 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.