Placement Executive, Commercial Risk - IAS, Southwest jobs in United States
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The Baldwin Group · 3 days ago

Placement Executive, Commercial Risk - IAS, Southwest

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Placement Executive will work closely with Advisors and Directors to provide exceptional service to energy and marine clients, developing relationships with clients and insurance companies while assessing client needs and negotiating coverage plans.

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Work & Life Balance

Responsibilities

In-depth knowledge consisting of Energy Packages, Energy and Marine Primary and Excess Liabilities, Pollution, Business Automobile Liability, Workers’ Compensation including knowledge of US and London markets, 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

EnergyMarine InsuranceActive state insurance licenseNegotiation skillsMicrosoft OfficeProfessional designationsAnalytical skillsMulti-taskingCommunication skills

Required

In-depth knowledge consisting of Energy Packages, Energy and Marine Primary and Excess Liabilities, Pollution, Business Automobile Liability, Workers' Compensation including knowledge of US and London markets, 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
Ability to maintain and sort through well schedules and schedule of values
Active state insurance license required

Preferred

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

Company

The Baldwin Group

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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

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