The Baldwin Group · 14 hours ago
Placement Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
Addison, Texas, US
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Placement Executive will develop professional relationships with clients and insurance companies, assessing client needs and negotiating coverage plans.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
In-depth knowledge of insurance products and services 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
Ability to prepare written correspondence, reports, and analyses in a timely manner to clients and colleagues
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
Qualification
Required
In-depth knowledge of insurance products and services 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
Ability to prepare written correspondence, reports, and analyses in a timely manner to clients and colleagues
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
Proficient user of Microsoft Office – Word, Excel, PowerPoint
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
Bachelor's Degree preferred and/or 10 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
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
Company data provided by crunchbase