The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering 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 wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Placement Manager services the needs of our clients in a prompt and efficient manner. The Placement Manager prepares all client RFP’s, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.
The Placement Manager services the needs of our clients in a prompt and efficient manner. The Placement Manager prepares all client RFP’s, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.
PRIMARY RESPONSIBILITIES:
- 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.
- 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 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 7+ years’ work-related experience.
- Texas Property and Casualty license required.
- 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.
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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℠.
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