Sr. Placement Executive, Commercial Risk -IAS, Southwest

The Baldwin Group; Houston (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

The Baldwin Group, an award-winning insurance brokerage, seeks a Sr. Placement Executive to partner with Advisors and Directors to deliver top-tier service to clients across the U.S. and abroad.

You will build professional relationships with clients, insurers, and agency personnel to maintain accounts and promote a positive working environment. Responsibilities include designing coverage solutions, negotiating with carriers, and market-facing duties for high-complexity client portfolios.

Qualifications

• Bachelor’s Degree preferred and/or 15+ years’ work-related experience.
• Active state insurance license required.
• Professional designations such as ARM, CPCU, CRM or CIC are a plus.

Responsibilities

• In-depth knowledge of Property, Inland Marine, General Liability, Business Auto, Workers’ Compensation and Commercial Umbrella.
• Maintain knowledge of the insurance marketplace and relationships with key underwriters.
• Assess client needs, design solutions and negotiate with carriers for best coverage.
• Market client business to a variety of carriers for new and renewal business.
• Submit applications for quotes and prepare Insurance Proposals with favorable terms.
• Stay current on industry news, products, and technology.
• Maintain professional demeanor and participate in meetings and events as requested.

Skills

MS Office

Excel

PowerPoint

Writing

Negotiation

Communication

Multi-tasking

Education

Bachelor’s Degree preferred

15+ years’ experience

Job description

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 mission of the Sr. Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment

PRIMARY RESPONSIBILITIES

• In-depth knowledge consisting of Property, Inland Marine, General Liability, Business Automobile Liability, Workers’ Compensation and Commercial Umbrella including knowledge of policy forms, terms/conditions.
• Maintain thorough knowledge of the insurance marketplace as well as develop and maintain significant relationships with key underwriters, ensuring thorough evaluation of qualified companies in the marketplace.
• Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain most appropriate coverage plans for clients.
• Market client business, typically of higher complexity, to a variety of insurance carriers, new and renewal business.
• Identify appropriate carriers, submit applications for quotes, negotiate favorable rates including terms & conditions and prepare Insurance Proposals.
• Stay current on industry news, products, coverage and technology.
• Consistently maintain professional and appropriate demeanor.
• Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested.

KNOWLEDGE, SKILLS & ABILITIES

• Proficient user of Microsoft Office – Word, Excel, PowerPoint.
• Ability to prepare written correspondence, reports, and analyses in a timely manner to clients and associates.
• Analyze situations, identify problems, recommend solutions, and evaluate outcomes.
• Demonstrated presentation and negotiation skills required.
• Exceptional writing and communication skills.
• Ability to multi-task, meet deadlines and thrive in a fast-paced environment.

EDUCATION & EXPERIENCE

• Bachelor’s Degree preferred and/or 15 + years’ work-related experience. Prefer some experience in an agency environment.
• Active state insurance license required
• Professional designations a plus such as, ARM, CPCU, CRM or CIC.

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 will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.