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Placement Executive, Commercial Risk
The Baldwin GroupPlacement 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
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, insurance coverage negotiation, and market analysis. Proficient in assessing client needs and designing tailored insurance solutions while maintaining compliance with industry standards.
Highest-signal resume keywords
Client Relationship ManagementInsurance Coverage NegotiationActive State Insurance LicenseProfessional Designations (ARM, CPCU, CRM, CIC)Microsoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Proposal PreparationNeeds AssessmentSolution DesignMarket AnalysisApplication Submission
Soft Skills
NegotiationCommunicationInterpersonal Skills
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
Active State Insurance LicenseARMCPCUCRMCIC
Industry Keywords
Insurance IndustryAgency EnvironmentInsurance CarriersCoverage PlansIndustry News
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