Placement Specialist – Private Risk

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎲 Risk

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Logo of The Baldwin Group

The Baldwin Group

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Market all assigned accounts • Audit and ensure compliance of marketing information • Mentor, coach, and train the Marketing Analyst Team • Peer review others’ marketing work product • Coordinate service delivery for assigned accounts • Develop initial placement and renewal strategies • Cultivate relationships with insurance company partners • Maintain knowledge of carrier requirements, attributes, and at least one carrier in depth • Generate periodic reports • Identify opportunities to improve the firm, business segment, and processes • Escalate issues and discrepancies to appropriate leadership • Serve as a mentor to colleagues • Complete special projects as assigned

🎯 Requirements

• Bachelor’s Degree preferred and/or 4+ years work related experience • Prefer some experience in an agency environment • Active insurance license required • Maintains all licenses required by the State Department of Insurance, or is willing and able to obtain required licenses within the first 90 days of employment • Capable of cultivating strong relationships with insurance company partners and representatives • Ability to analyze benefit plans and provide appropriate recommendations • Ability to work as part of a team and build relationships across firm business segments • Intermediate to advanced knowledge of Microsoft Office Suite, especially Excel • Ability to learn other software systems used by the firm

🏖️ Benefits

• Remote work arrangement • Training, coaching, and mentoring opportunities • Professional mentoring opportunities • Reasonable accommodation for medical or religious reasons

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