Manages complex insurance placements by assessing client needs, preparing RFPs and proposals, marketing business to carriers, evaluating coverage options, and negotiating rates and terms. Maintains relationships with underwriters, researches insurance products and market developments, prepares client analyses, and supports renewals and alternative coverage solutions. Requires strong communication, presentation, negotiation, analytical, and organizational skills, along with an active insurance license.
Job Description Summary:
- The Placement Manager services the needs of our clients in a prompt and efficient manner. The Placement Manager prepares all client RFP’s, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.
PRIMARY RESPONSIBILITIES:
- 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.
KNOWLEDGE, SKILLS & ABILITIES:
- 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.
EDUCATION & EXPERIENCE:
- Bachelor’s Degree preferred and/or 7+ years’ work related experience.
- Prefer some experience in an agency environment.
- Active insurance license required
- Proficient user of Microsoft Office – Word, Excel, PowerPoint.
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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.Click here for some insight into our culture!
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.
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