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Placement Specialist, Employee Benefits

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The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

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
Position in hybrid in Bethesda, Maryland

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.

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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.

Average salary estimate

$70000 / YEARLY (est.)

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$60000K

$80000K

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What You Should Know About Placement Specialist, Employee Benefits, Baldwin Risk Partners

Join The Baldwin Group as a Placement Specialist, Employee Benefits, and take a pivotal role in our dynamic insurance brokerage located in Bethesda, Maryland. As part of an award-winning firm, you'll engage in crafting tailored insurance and risk management strategies for our valued clients. Your responsibilities will include marketing assigned accounts, building robust relationships with insurance partners, and driving strategic initiatives that propel the firm forward. You'll assist the Placement Executive in auditing compliance and mentoring our Marketing Analyst Team, fostering an environment where collaboration thrives. Here, your attention to detail in analyzing various benefit plans will enable you to offer innovative recommendations to clients. You’ll also be tasked with generating insightful reports and exploring opportunities for process enhancements. We're looking for someone with strong interpersonal skills to cultivate relationships with key insurance markets, as well as proficiency in Excel and the Microsoft Office Suite. If you have a Bachelor's degree or at least four years of experience in the insurance field and hold an active insurance license, you'll fit right in! Join a culture that values growth, mentorship, and excellence, and become a part of a firm that truly cares about our clients and each other.

Frequently Asked Questions (FAQs) for Placement Specialist, Employee Benefits Role at Baldwin Risk Partners

What are the main responsibilities of a Placement Specialist at The Baldwin Group?

As a Placement Specialist at The Baldwin Group, you will be responsible for marketing assigned accounts, maintaining relationships with insurance company partners, and following market insights and trends. You’ll assist in auditing marketing compliance and serve as a mentor for the Marketing Analyst Team, while also coordinating service delivery on assigned accounts. Your role is crucial in driving our strategies for placement and renewals.