The Baldwin Group

Risk

• 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.

Senior Placement Executive, Commercial Risk - Insurance Advisory Solutions

• Develop professional working relationships with clients, insurance companies, and agency personnel
• Responsible for assessing client needs, designing solutions, and negotiating with insurance carriers
• Market client business to a variety of insurance carriers, new and renewal business
• Identify appropriate carriers, submit applications for quotes, negotiate favorable rates including terms & conditions
• Stay current on industry news, products, coverage, and technology
• Attend company meetings, educational workshops, and networking events

Placement Executive, Commercial Risk – Insurance Advisory Solutions

Account Executive

• Acquires and retains large, complex clients through a deep understanding of risk
• Develops trusted partnerships with key insurance company partners and broker representatives
• Leads internal discussions on client renewals including coverage comparisons and pricing comparisons
• Prepares complex submissions for the marketplace
• Coordinates client team to ensure service standards exceed clients’ expectations
• Assesses final audits to ensure accuracy between client and insurance company partner audit teams
• Actively builds trusting relationships with clients and internal professionals
• Shares deep insurance expertise with firm’s advisors, account managers and other colleagues.

Client Executive, Commercial Risk – Insurance Advisory Solutions

Procurement

• Own and direct the firm’s IT portfolio and vendor management strategy
• Define and maintain enterprise portfolio governance for Agile, Waterfall, and hybrid delivery
• Establish and chair or co-chair key governance forums
• Set multi-year goals and KPIs for portfolio performance, vendor value, and risk posture
• Lead and develop a team of PMO and vendor management leaders and senior professionals
• Integrate portfolio, financial, and vendor views into a single management framework
• Own the IT PMO & Vendor Management budget
• Standardize and oversee contract lifecycle management
• Direct the design and operation of portfolio and vendor dashboards
• Oversee enterprise portfolio planning and sequencing of strategic technology initiatives
• Review and approve business cases and investment proposals for major technology initiatives
• Guide trade-off decisions based on integrated analysis
• Ensure benefits realization plans, metrics, and accountabilities are in place
• Set the vendor strategy for key technology domains
• Direct vendor segmentation, scorecards, and performance management
• Oversee vendor spend analytics, forecasting, and scenario modeling
• Lead or sponsor major vendor negotiations and renewals
• Partner with Security, Risk, and Legal to embed vendor risk, compliance, and audit requirements
• Set the vision and standards for portfolio and vendor management tools
• Ensure data governance for portfolio and vendor data
• Sponsor automation and process improvements

Senior Placement Executive, Commercial Risk - Insurance Advisory Solutions

Placement Executive, Commercial Risk – Insurance Advisory Solutions

Client Executive, Commercial Risk – Insurance Advisory Solutions

Director, IT PMO, Vendor Management