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For Companies At a Glance
- Tasks: Assist with marketing accounts and maintain relationships with insurance partners.
- Company: Join a dynamic firm focused on organic growth in the insurance advisory sector.
- Benefits: Enjoy a fast-paced environment with opportunities for mentorship and professional development.
- Why this job: Be part of a team that values collaboration and innovation while making a real impact.
- Qualifications: Strong relationship-building skills and proficiency in Microsoft Office are essential.
- Other info: No specific certifications required; licenses must be obtained within 90 days.
The predicted salary is between 36000 - 60000 £ per year.
The Placement Specialist assists with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This individual will be an internal resource and client-facing, helping drive organic growth in the firm.
Principal Responsibilities
- Responsible for marketing all assigned accounts.
- Assist in auditing and compliance of marketing information.
- Mentor, coach, and train the Marketing Analyst Team.
- Peer review marketing work of others.
- Coordinate service delivery including developing placement and renewal strategies.
- Build strong relationships with insurance partners, understanding carrier requirements and attributes.
- Drive organic growth by quoting new accounts and presenting results to prospects.
- Support smooth client onboarding processes.
- Be a technical expert in onboarding prospects.
- Identify opportunities for process improvements and escalate issues.
- Mentor colleagues as needed.
- Complete special projects as assigned.
Education, Experience, Skills, and Abilities
- Certifications: None required or preferred.
- Licenses: Maintain required licenses or obtain within 90 days of employment.
- Strong relationship-building skills with insurance partners.
- Detail-oriented with analytical skills for plan evaluation.
- Team player with excellent communication skills.
- Aligns with the company's core values and culture.
- Proficient in Microsoft Office, especially Excel; experience with EPIC and Salesforce is a plus.
Working Conditions
Fast-paced, multi-tasking environment.
Important Notice
This description outlines the role's responsibilities and is not a contract. Duties may vary as needed. Reasonable accommodations will be provided for applicable applicants.
Placement Specialist, Private Risk - Insurance Advisory Solutions employer: Baldwin Risk Partners
Contact Detail:
Baldwin Risk Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Placement Specialist, Private Risk - Insurance Advisory Solutions
✨Tip Number 1
Network with professionals in the insurance industry, especially those who work in placement or advisory roles. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the market trends.
✨Tip Number 2
Familiarise yourself with the latest tools and software used in the insurance sector, such as EPIC and Salesforce. Being proficient in these platforms can give you an edge during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your experience in building relationships with partners and clients. Think of specific examples where you've successfully driven growth or improved processes, as this will showcase your ability to meet the job's requirements.
✨Tip Number 4
Stay updated on current market insights and trends in the insurance industry. This knowledge will not only help you in interviews but also show that you're proactive and genuinely interested in the role of Placement Specialist.
We think you need these skills to ace Placement Specialist, Private Risk - Insurance Advisory Solutions
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and skills required for the Placement Specialist position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles that involved marketing, client relations, or insurance. Use specific examples to demonstrate your relationship-building skills and analytical abilities.
Showcase Technical Skills: Mention your proficiency in Microsoft Office, particularly Excel, and any experience with EPIC or Salesforce. This will show that you have the technical expertise needed for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your understanding of the company’s values and culture. Explain why you are passionate about the role and how you can contribute to driving organic growth within the firm.
How to prepare for a job interview at Baldwin Risk Partners
✨Know Your Market
Familiarise yourself with current market trends and insights in the insurance sector. Being able to discuss recent developments or changes will demonstrate your industry knowledge and show that you're proactive.
✨Build Rapport
Since this role involves maintaining relationships with insurance partners, practice building rapport during your interview. Use examples from your past experiences where you successfully established strong professional relationships.
✨Showcase Analytical Skills
Prepare to discuss how you've used analytical skills in previous roles. Be ready to provide specific examples of how you've evaluated plans or contributed to process improvements, as these are key aspects of the job.
✨Demonstrate Team Spirit
As a team player, it's important to convey your ability to work collaboratively. Share instances where you've mentored or coached colleagues, highlighting your communication skills and alignment with company values.
