Sr. Client Executive

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 mission of the Sr Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:

• Assists Commercial Risk Advisors in the acquisition and retention of complex Property & Casualty prospects and clients by being the technical expert in program placement and development.
• Leads the preparation of complex submissions for the marketplace, including loss picks, deductible stratification, and exposure information.
• Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry experience.
• Shares deep insurance expertise with firm’s advisors, client managers, and other colleagues to advise, develop, and foster knowledge.
• In-depth knowledge consisting of Property, Inland Marine, General Liability, Business Automobile Liability, Workers’ Compensation and Commercial Umbrella 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.

KNOWLEDGE, SKILLS & ABILITIES:

• Proficient user of Microsoft Office – Word, Excel, PowerPoint.
• Ability to prepare written correspondence, reports, and analyses in a timely manner to clients.
• 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 15 + years’ work-related experience. Prefer some experience in an agency environment.
• Active Texas Property and Casualty insurance license required
• Professional designations a plus such as, ARM, CPCU, CRM or CIC.

LOCATION:

• Hybrid - in office bi-weekly (Monday - Thursday).

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 accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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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