Sr. Placement Executive, Commercial Risk-Middle Market

The Baldwin Group • Atlanta, GA

4d

About The Position

The Sr. Placement Executive is an integral member of the team, partnering with Advisors, Directors, and colleagues to deliver a high level of service to clients. The role develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

The position focuses on commercial risk placement, including assessing client needs, designing coverage solutions, marketing client business to insurance carriers, and negotiating appropriate coverage, rates, terms, and conditions. The role requires in-depth knowledge of commercial insurance lines and the insurance marketplace, along with strong communication, analytical, presentation, and negotiation skills. This position description is not a contract; other duties may be assigned as organizational needs arise.

Requirements

• Active state insurance license required.
• Bachelor’s degree preferred and/or 15+ years of work-related experience.
• Proficient with Microsoft Office, including Word, Excel, and PowerPoint.
• Ability to prepare written correspondence, reports, and analyses in a timely manner.
• Ability to analyze situations, identify problems, recommend solutions, and evaluate outcomes.
• Demonstrated presentation and negotiation skills.
• Exceptional writing and communication skills.
• Ability to multitask, meet deadlines, and thrive in a fast-paced environment.

Nice To Haves

• Experience in an agency environment preferred.
• Professional designations such as ARM, CPCU, CRM, or CIC are a plus.
• Bachelor’s degree preferred.

Responsibilities

• Maintain in-depth knowledge of Property, Inland Marine, General Liability, Business Automobile Liability, Workers’ Compensation, and Commercial Umbrella, including policy forms and terms and conditions.
• Maintain thorough knowledge of the insurance marketplace and develop and maintain significant relationships with key underwriters to evaluate qualified companies in the marketplace.
• Assess client needs, design solutions, and negotiate with insurance carriers to obtain appropriate coverage plans.
• Market typically higher-complexity client business to a variety of insurance carriers for new and renewal business.
• Identify appropriate carriers, submit applications for quotes, negotiate favorable rates and terms and conditions, and prepare Insurance Proposals.
• Stay current on industry news, products, coverage, and technology.
• Maintain a professional and appropriate demeanor.
• Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested.
• Prepare written correspondence, reports, and analyses for clients and associates in a timely manner.
• Analyze situations, identify problems, recommend solutions, and evaluate outcomes.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior