Placement Specialist, Private Risk

The Baldwin Group

About The Position

The Placement Specialist assists the Placement Executive with marketing accounts, maintaining relationships with insurance company partners, and following market insights and trends. The role also provides training, coaching, and mentoring to the Placement Coordinator. The position is responsible for marketing assigned accounts and supporting the development of initial placement and renewal strategies. It coordinates service delivery on assigned accounts, supports marketing audits and compliance, reviews colleagues’ marketing work, and generates periodic reports. The Placement Specialist cultivates relationships with insurance company partners, understands carrier requirements and attributes, and maintains in-depth knowledge of at least one carrier. The role also identifies opportunities to improve the firm, Business Segment, and processes; raises issues and discrepancies to appropriate leadership; mentors colleagues as requested; and completes special projects as assigned. The position description notes that responsibilities may change as organizational needs arise and that reasonable accommodations may be made for applicants and colleagues who need them for medical or religious reasons.

Requirements

Active insurance license required.
Maintain all licenses required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or be willing and able to obtain all required licenses within the first 90 days of employment.
Be able to cultivate strong relationships with insurance company partners, including key insurance markets and partner representatives.
Be detail-oriented and able to analyze benefit plans to provide recommendations for clients and prospects.
Ability to work as part of a team and build relationships across all firm business segments.
Demonstrate behavior aligned with the organization’s core values and culture.
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a heavy emphasis on Excel.
Ability to learn other appropriate programs or software systems used by the firm as necessary.
Bachelor’s degree preferred and/or 4+ years of work-related experience.
Some experience in an agency environment preferred.

Nice To Haves

Bachelor’s degree.
Some experience in an agency environment.
Ability to obtain all required state insurance licenses within the first 90 days of employment, if not already held.
No certifications are preferred.

Responsibilities

Market all assigned accounts.
Assist with auditing and compliance of marketing information.
Assist in mentoring, coaching, and training the Marketing Analyst Team.
Peer review the marketing work product of others.
Coordinate service delivery on assigned accounts, including developing initial placement and renewal strategy.
Cultivate relationships with insurance company partners; understand carrier requirements and attributes and develop in-depth knowledge of at least one carrier.
Generate periodic reports for distribution.
Identify opportunities to improve the firm, Business Segment, and processes, and bring issues and discrepancies to appropriate leadership.
Serve as a mentor to colleagues as requested.
Complete special projects as assigned.