Placement Specialist, Private Risk

The Baldwin Group; Oregon; Hybrid; USD 50,000 - 75,000; Full time

Job summary

The Baldwin Group is seeking a Placement Specialist to assist the Placement Executive with marketing accounts, maintaining strong relationships with insurance company partners, and translating market insights into actionable strategies.

The role also includes training and mentoring the Marketing Analyst Team, auditing marketing information, and coordinating service delivery on assigned accounts with emphasis on carrier requirements and renewals.

Qualifications

• Bachelor's Degree preferred or 4+ years work related experience.
• Active insurance license required.
• Maintains licenses as required by state DoI, or willingness to obtain within 90 days of employment.

Responsibilities

• Marketing all assigned accounts.
• Auditing and compliance of marketing information.
• 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 and understands carrier requirements.
• Generates periodic reports for distribution.
• Identifies opportunities to improve the firm, business segment and processes; escalates issues as needed.
• Serves as a mentor to colleagues.
• Completes special projects as assigned.

Skills

Relationship building

Attention to detail

Teamwork

Excel proficiency

Adaptability

Education

Bachelor's Degree preferred

Tools

Microsoft Office Suite

Microsoft Excel

Job description

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

IMPORTANT NOTICE

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.