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The Baldwin Group

Placement Executive, Commercial Risk

The Baldwin Group

Placement Executive at The Baldwin Group managing client relationships and insurance solutions. Developing coverage plans and negotiating with insurance carriers for new and renewal business.

Posted 7/1/2026full-timeTustin • California • 🇺🇸 United StatesSeniorLead💰 $150,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact
  • Develop professional working relationships with clients, insurance companies, and agency personnel to maintain accounts
  • Assess client needs, design solutions, and negotiate with insurance carriers to obtain appropriate coverage plans
  • Market client business to various insurance carriers, including new and renewal business
  • Identify appropriate carriers, submit applications for quotes, negotiate terms and conditions, and prepare Insurance Proposals
  • Stay current on industry news, products, and technology

Requirements

What you’ll need
  • Bachelor’s Degree preferred and/or 10 years’ work-related experience
  • Prefer some experience in an agency environment
  • Active state insurance license required
  • Professional designations a plus such as, ARM, CPCU, CRM or CIC
  • Proficient user of Microsoft Office – Word, Excel, PowerPoint.

Benefits

Comp & perks
  • Health insurance
  • Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Insurance Proposal PreparationNeeds AssessmentSolution DesignMarket AnalysisApplication Submission
Soft Skills
NegotiationCommunicationInterpersonal Skills
Certifications
Active State Insurance LicenseARMCPCUCRMCIC