Placement Specialist, Private Risk

The Baldwin Group; United States; Remote; USD 52,000 - 76,000; Full time

Job summary

The Baldwin Group is seeking a Placement Specialist to assist the Placement Executive with marketing assigned accounts, maintaining relationships with insurance company partners, and tracking market insights and trends. The role includes providing training and mentorship to the Placement Coordinator and other teammates.

The ideal candidate will be experienced in marketing insurance services, possess an active insurance license, and be able to analyze benefit plans to recommend suitable client

Qualifications

• Bachelor’s degree preferred or 4+ years of related experience.
• Active insurance license required.
• Maintain required state insurance licenses within 90 days of employment.

Responsibilities

• Market all assigned accounts.
• Audit and ensure compliance of marketing information.
• Mentor Marketing Analyst Team through coaching and training.
• Peer-review marketing work product.
• Coordinate service delivery on accounts, including placement and renewal strategy.
• Build strong relationships with insurance company partners and understand carrier requirements.
• Generate periodic reports for distribution.
• Identify opportunities to improve the firm, business segment and processes; escalate issues to leadership.
• Serve as a mentor to colleagues.
• Complete special projects as assigned.

Skills

Relationship building

Detail oriented

Team collaboration

Microsoft Excel

Learning new software

Education

Bachelor’s Degree preferred

Active insurance license

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: 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.