Placement Executive, Commercial Risk

The Baldwin Group

. Partner with Advisors, Directors, and others to deliver a high level of client service .

Posted 10/22/2026full-timeBoston • Massachusetts • United StatesSeniorLead💰 $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates in-depth knowledge of insurance products and services, along with strong negotiation and presentation skills. Capable of maintaining client relationships and preparing comprehensive insurance proposals while thriving in a fast-paced environment.

Highest-signal resume keywords

In-Depth Knowledge Of Insurance ProductsNegotiation SkillsExceptional Writing SkillsActive State Insurance LicenseProfessional Designations (ARM, CPCU, CRM, CIC)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Policy FormsInsurance Marketplace KnowledgeClient Account ManagementInsurance Proposal PreparationProblem Analysis And Solution Recommendation

Soft Skills

Presentation SkillsCommunication SkillsMulti-Tasking AbilityDeadline ManagementRelationship Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Active State Insurance LicenseARMCPCUCRMCIC

Industry Keywords

Client ServiceInsurance CarriersCoverage PlansNetworking EventsUnderwriters

About the role

Key responsibilities & impact

Partner with Advisors, Directors, and others to deliver a high level of client service
Develop professional working relationships with clients, insurance companies, and agency personnel
Maintain client accounts and promote a positive working environment
Assess client needs, design solutions, and negotiate with insurance carriers to obtain appropriate coverage plans
Market higher-complexity client business to insurance carriers for new and renewal business
Identify appropriate carriers and submit applications for quotes
Negotiate favorable rates, terms, and conditions
Prepare Insurance Proposals
Stay current on industry news, products, coverage, and technology
Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested
Prepare written correspondence, reports, and analyses for clients and Baldwin associates
Analyze situations, identify problems, recommend solutions, and evaluate outcomes

Requirements

What you’ll need

In-depth knowledge of insurance products and services, including policy forms and terms/conditions
Thorough knowledge of the insurance marketplace and relationships with key underwriters
Demonstrated presentation and negotiation skills
Exceptional writing and communication skills
Ability to multi-task, meet deadlines, and thrive in a fast-paced environment
Bachelor’s Degree preferred and/or 10 years’ work-related experience
Some experience in an agency environment preferred
Active state insurance license required
Maintain all licenses required by the State Department of Insurance, or be willing and able to obtain required licenses within the first 90 days of employment
Professional designations such as ARM, CPCU, CRM, or CIC are a plus
Proficient user of Microsoft Word, Excel, and PowerPoint