Placement Director, Commercial Risk - Middle Market

Overview

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. It supervises and leads a high‑functioning team of risk placement professionals and is responsible for the overall function of marketing, underwriting, and placement of new business accounts submitted by the Sales Team, ensuring consistent quality output of the Risk Placement team. The department maintains and fosters positive working relationships with insurance carrier marketing, underwriting, and support staff;

has in‑depth knowledge of markets, products, and coverages; and serves as a resource for the Marketing and Risk Placement Analysts and Sales Executives. The department also fosters effective communication and information‑sharing with Business Insurance Service staff and management, Business Insurance Sales staff and management, and Senior Management, ultimately achieving exceeds‑expectations delivery of service.

• Manages Risk Placement staff with focus on company goals and objectives
• Ensures that all Risk Placement staff members are properly trained and executing their jobs in accordance with agency policies and procedures as established
• Works with management to define targeted strategic agency growth plans to maximize revenue while quoting and recommending ultimate P&C protection for existing clients and prospects
• Drives placement strategies, reviews and analyses performance, drives actions for improvement, and implements efficient and productivity‑enhancing tools and processes
• Minimizes company risks by facilitating and managing the peer audit process with the Risk Placement team
• Listens, motivates and manages in a respectful, professional and courteous manner
• Supports and encourages staff in matters of workload, performance and responsibilities
• Individually and collectively recognizes good performance and achievements
• Promotes agency culture and core values to foster and promote positive morale
• Identifies personnel issues, and performance or training gaps
• Acts as resource to staff for coverage, questions, troubleshooting and resolution of issues
• Delegates and manages the workload of the team to ensure consistent delivery of service
• Briefs and informs staff on ongoing Agency and carrier information, updates, announcements and all other communications as needed
• Facilitates relationships with executives, managers, sales, and operational teams to foster a team environment with ultimate focus on delivery of world‑class marketing and risk placement services
• Maintains positive working relationship with company marketing, underwriting, management, and support staff
• Responsible to manage the pipeline of new business
• Acts as triage for new submissions based on workload, specialized knowledge, etc.
• Attends and participates in Agency and carrier meetings and functions
• Provides suggestions for improved interdepartmental efficiency, service, and communication to Sales and/or Service Management
• Keeps Sales Manager up‑to‑date with status of Marketing Pipeline
• Continues to build on knowledge and serves as a resource for market intelligence, products, and coverages for the Risk Placement Analysts, Director, Business Insurance and Sales Executives
• Responsible for maintaining efficient and effective workflows
• Any changes require approval through collaboration with Sales and Service management
• Works in conjunction with Sales Management to ensure a cohesive relationship between the Sales and Risk Placement Teams
• Alerts Sales Management to any issues or behaviors that may expose the Agency to…