Sr. Placement Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Baldwin Group · 16 hours ago

Sr. Placement Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management solutions. The Sr Placement Executive will partner with Advisors and Directors to maintain client accounts and develop relationships with insurance companies, ensuring tailored coverage plans for clients.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
check
Work & Life Balance
Hiring Manager
JaNaya Rendleman
linkedin

Responsibilities

In-depth knowledge consisting of Property, Inland Marine, General Liability, Business Automobile Liability, Workers’ Compensation and Commercial Umbrella 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
Consistently maintain professional and appropriate demeanor
Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested

Qualification

Insurance knowledgeRelationship managementNegotiation skillsMicrosoft OfficeActive insurance licenseMulti-taskingCommunication skillsPresentation skillsProblem-solving

Required

In-depth knowledge consisting of Property, Inland Marine, General Liability, Business Automobile Liability, Workers' Compensation and Commercial Umbrella 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
Consistently maintain professional and appropriate demeanor
Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested
Proficient user of Microsoft Office – Word, Excel, PowerPoint
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
Active state insurance license required

Preferred

Bachelor's Degree preferred and/or 15 + years' work-related experience
Prefer some experience in an agency environment
Professional designations a plus such as, ARM, CPCU, CRM or CIC

Company

The Baldwin Group

twittertwittertwitter
company-logo
The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Funding

Current Stage
Public Company
Total Funding
$1.5B
Key Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M

Leadership Team

leader-logo
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
linkedin
leader-logo
Richard Tallo
Chief Marketing Officer at The Baldwin Group
linkedin
Company data provided by crunchbase