The mission of the 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 of insurance products and services 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. C
- Consistently maintain professional and appropriate demeanor.
- Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested.
KNOWLEDGE, SKILLS & ABILITIES:
- Ability to prepare written correspondence, reports, and analyses in a timely manner to clients and Baldwin 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 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.
- Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
The starting pay for this position is $110,000+ annually. Salary is negotiable upon time of hire.
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!
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.
Skills Required
- Bachelor's degree preferred and/or 10 years of work-related experience
- Experience in an insurance agency environment preferred
- Active state insurance license
- Maintain required state insurance licenses or obtain them within the first 90 days
- Proficiency with Microsoft Word, Excel, and PowerPoint
- Strong presentation and negotiation skills
- Exceptional writing and communication skills
- Ability to analyze situations, identify problems, recommend solutions, and evaluate outcomes
- Ability to multitask, meet deadlines, and work effectively in a fast-paced environment
- Professional insurance designations such as ARM, CPCU, CRM, or CIC
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
-
Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
-
Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
-
Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
