The Baldwin Group · 20 hours ago
Placement Specialist, IAS National Private Risk Management
Tampa, Florida, US
Full-time
Onsite
Mid Level
4+ years expThe Baldwin Group is seeking a Placement Specialist to assist the Placement Executive with marketing accounts and maintaining relationships with insurance company partners. This role includes training and mentoring the Placement Coordinator while being responsible for marketing assigned accounts and ensuring compliance with marketing information.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
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
Qualification
Required
Bachelor's Degree preferred and/or 4+ years work related experience. Prefer some experience in an agency environment
Active insurance license 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 required
Preferred
Bachelor's Degree preferred and/or 4+ years work related experience. Prefer some experience in an agency environment
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
Company
The Baldwin Group
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.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
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