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
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.
Active insurance license required or obtain within 90 days; Bachelor's degree preferred or 4+ years related experience; intermediate to advanced Microsoft Office skills with heavy Excel emphasis.
Key Responsibilities
- marketing accounts
- maintaining relationships
- mentoring colleagues
Skills & Tools
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Job Details
- Category: Sales
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About The Baldwin Group
A national insurance and financial services firm providing solutions for private and business clients. — Industry: Finance