Placement Specialist, Private Risk

Baldwin Group Colleague, Inc.; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

The Baldwin Group seeks a Placement Specialist to assist the Placement Executive with marketing accounts, maintain relationships with insurance company partners, and track market insights and trends. This role also provides training, coaching, and mentoring to the Placement Coordinator and colleagues across the Marketing Analyst Team.

Key duties include auditing marketing information, coordinating service delivery on accounts, developing placement and renewal strategies, and generating periodic

Qualifications

• Bachelor’s Degree preferred and/or 4+ years work related experience.
• Active insurance license required; maintain licenses as required by state DOI.

Responsibilities

• Market all assigned accounts.
• Assist in auditing and compliance of marketing information.
• Mentor Marketing Analyst Team and participate in peer reviews.
• Coordinate service delivery on accounts and develop placement/renewal strategies.
• Cultivate relationships with insurance company partners and know carrier requirements.
• Generate periodic reports for distribution.
• Identify opportunities to improve firm, business segments and processes.
• Report issues to leadership and assist with special projects.

Skills

Relationship building

Detail orientation

Team collaboration

Excel proficiency

Learning new software

Education

Bachelor’s degree preferred

4+ years related experience

Tools

Microsoft Word

Excel

PowerPoint

Outlook

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.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

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.