Sr. Placement Specialist, Management Liability - Insurance Advisory Solutions

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 Senior Placement Specialist plays a critical role in supporting the Private Company Management Liability Center of Excellence (COE) by driving operational excellence throughout the placement lifecycle. This is a pre-negotiation role that partners closely with Placement Managers and Executives who lead carrier strategy and negotiations. The Specialist ensures submission readiness, marketing pack assembly, tracking and reporting, and post-bind accuracy—delivering complete, accurate, and timely placements.

PRIMARY RESPONSIBILITIES:

• Assemble and QA marketing submissions (apps, financials, loss runs/claims history, supplemental questionnaires, underwriting exhibits, risk narratives), tailored to private company management liability lines.
• Build and maintain trackers for pipeline, submissions, quote statuses, declinations, binds, endorsements, and policy issuance; report on SLAs, cycle times, and hit ratios at account and book levels.
• Produce client-ready deliverables (quote comparisons, coverage summaries, proposals, binders, invoices) and ensure first-bill accuracy against bound terms.
• Partners with Advisors and senior Placement Leaders on market strategy and timelines; coordinate with carriers on information requests, subjectivities, bind requirements, and policy issuance—without leading negotiations.
• Manage data hygiene: maintain structured data, attach documentation, and keep milestones current in Epic; ensure consistency across spreadsheets, trackers, and Epic records.
• Track and obtain endorsements, update schedules/exclusions, and reconcile policies to bound terms; proactively follow up on open items to closure.
• Support COE analytics: prepare book-level insights (pricing movements, limit/deductible benchmarking, retention/hit ratios, TAT), highlight trends, and surface process improvements.

KNOWLEDGE, SKILLS & ABILITIES:

• Current Property and Casualty License or ability to obtain within 90 days of hire
• Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and the ability to learn any other appropriate insurance company and firm software systems.
• Strong presentation skills, both verbal and written communications.
• Fresh ideas and you're ready to bring a new perspective to the firm.
• A self-starter and someone who enjoys a fast-paced, Type-A work environment.
• Organized, detail oriented, enthusiastic, and ready to take on new challenges.
• Demonstrates the firm’s core values, exuding behavior that is aligned with the firm’s culture.

EDUCATION & EXPERIENCE:

• Current State Insurance license required or willingness to obtain within 90 days of hire.
• Bachelor's degree preferred plus 2+ years of related experience.

OTHER:

• Fast paced, multi-tasking environment.
• Position is hybrid in Tampa, Florida

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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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.