Private Risk Placement Lead & Partner Relations Specialist

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 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.