Placement Coordinator- Insurance Advisory Solutions

The Baldwin Group · Remote

Company

The Baldwin Group

Location

Remote

Type

Full Time

Job Description

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 Coordinator assists the Advisors in the coordination of marketing campaigns and developing marketing strategies for their Business Segment.

PRIMARY RESPONSIBILITIES:
Develops marketing campaigns creating lists of prospects through phone calls and data mining.
Possesses excellent verbal communication skills demonstrated through constant contact and follow-up.
Conducts market research and analyzes customer rating reports and questionnaires.
Employs marketing analytic techniques to gather important data (social media, web analytics, rankings, etc.)
Supports in organizing various projects.
Updates spreadsheets, databases and inventories with statistical, financial, and non-financial information.
Assists in organizing promotional events and traditional or digital campaigns.
Composes, edits and formats marketing campaigns.
KNOWLEDGE, SKILLS & ABILITIES:
Strong verbal and written communications skills.
Well organized with a client-oriented approach.
Ability to work as part of a team of professionals and build relationships with other firm Business Segments.
Ability to multi-task and work effectively in a fast-paced team environment.
Good knowledge of market research techniques and databases.
Moderate to advanced knowledge of MS Word, Excel, PowerPoint, and Outlook along with Adobe programs, and the ability to learn any other appropriate insurance company and firm software systems.
EDUCATION & EXPERIENCE:
Bachelor's degree preferred and/or 2+ years work related exprience. Prefer some experience in an agency environment.
At least 1 year insurance industry experience
License(s): Maintains all licenses are 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.

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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Date Posted

09/11/2024

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