The Placement Specialist assists the Placement Executive with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This role provides training, coaching, and mentoring to the Placement Coordinator.
PRIMARY RESPONSIBILITIES:
Responsible for marketing all assigned accounts.
Assisting in auditing and compliance of marketing information.
Assists in the mentoring, coaching, and training for the Marketing Analyst Team.
Peer reviews marketing work product of others.
Coordinates service delivery on assigned accounts including developing initial placement and renewal strategy.
Cultivates strong relationships with insurance company partners, responsible for knowing carrier requirements and attributes, and in-depth knowledge of at least one carrier.
Generates periodic reports for distribution.
Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
Serves as a mentor to colleagues as requested.
Completes special projects as assigned.
KNOWLEDGE, SKILLS & ABILITIES:
Capable of cultivating strong relationships with insurance company partners, including key insurance markets and insurance company partner representatives
Detail oriented and able to analyze various benefit plans to provide the appropriate recommendations for clients and prospects.
Ability to work as part of a team and build relationships with all firm business segments.
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a heavy emphasis on Excel.
Ability to learn any other appropriate program or software system used by the firm as necessary
EDUCATION & EXPERIENCE:
Bachelor’s Degree preferred and/or 4+ years work related experience. Prefer some experience in an agency environment.
Active insurance license required
Certification(s): None required; None preferred
License(s): 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 required; 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 preferred
OTHER:
Fast paced multi-tasking environment
Some local travel may be required
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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
- Active insurance license
- Maintain all licenses required by applicable State Departments of Insurance, or obtain them within the first 90 days of employment
- Bachelor's degree
- 4+ years of related work experience
- Experience in an insurance agency environment
- Intermediate to advanced knowledge of Microsoft Office, especially Excel
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.
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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.
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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.
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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℠.
