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.
#LI-JL1
#LI-REMOTE
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.
Similar Jobs
Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
Executes pharmaceutical marketing strategies, manages customer visits and relationships, develops new customers, reports market activity, communicates product information, monitors adverse events, supports representative training, and ensures compliance. Requires a healthcare or pharmaceutical background, five or more years of industry experience, office software proficiency, English ability, communication skills, and company and RDPAC certifications.
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate Property and Casualty products, and converts prospects into policyholders. The role includes paid licensing and sales training, customer communication, lead follow-up, and remote work. Representatives must work a weekday and weekend schedule, meet home-office and internet requirements, and obtain a Property and Casualty license after hire.
Top Skills:
Cable/Fiber/Dsl InternetPcWired High-Speed Internet
Artificial Intelligence • Cloud • Information Technology • Consulting
Leads strategic enterprise accounts, develops account and territory plans, manages large hardware, software, and services opportunities, builds executive-level client relationships, coordinates partners and internal specialists, maintains sales pipelines, achieves quotas, and develops solution-based sales strategies. The role requires managing complex customer needs, expanding business across company divisions, and supporting international accounts while working remotely near Orange County or Los Angeles.
Top Skills:
ComputersHardwareIt ServicesPipeline Management ToolsPrintersServersSoftwareStorage
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
