Placement Executive, Commercial Risk - Middle Market

About the role

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm. We deliver 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 worldwide.

Primary Responsibilities

• In-depth knowledge of insurance products and services including policy forms, terms/conditions.
• Maintain thorough knowledge of the insurance marketplace and develop significant relationships with key underwriters.
• Assess client needs, design solutions, and negotiate with insurance carriers to obtain appropriate coverage plans.
• Market client business to a variety of insurance carriers, new and renewal business.
• Identify appropriate carriers, submit applications for quotes, negotiate favorable rates, and prepare Insurance Proposals.
• Stay current on industry news, products, coverage, and technology.
• Consistently maintain a professional and appropriate demeanor.
• Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested.

Knowledge, Skills & Abilities

• Prepare written correspondence, reports, and analyses in a timely manner to clients and Insgroup associates.
• Analyze situations, identify problems, recommend solutions, and evaluate outcomes.
• Demonstrated presentation and negotiation skills.
• 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 10 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.
• Proficient user of Microsoft Office – Word, Excel, PowerPoint.

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. Click here for some insight into our culture!