Principal, Insurance Placement & ICP Relations Partner

The Principal, Insurance Placement & ICP Relations Partner is an expert‑level individual contributor responsible for shaping and advancing The Baldwin Group’s national placement strategy and optimizing relationships with Insurance Company Partners (ICPs). This role operates with significant autonomy, serving as a strategic advisor to senior leadership, producers, and regional teams. The role functions as a master‑level subject matter expert, independently leading high‑impact, complex initiatives that strengthen carrier partnerships, elevate submission quality, advance enterprise incentive outcomes, and improve placement effectiveness across all markets. This role is expected to innovate, influence cross‑functional alignment, and contribute to enterprise standards, processes, and long‑range operational plans. The role also provides coaching to colleagues on standards, best practices, incentive tracking discipline, and submission quality, while influencing cross‑functional decision‑making through data‑driven insights.

Position Summary

The Principal, Insurance Placement & ICP Relations Partner is an expert‑level individual contributor responsible for shaping and advancing The Baldwin Group’s national placement strategy and optimizing relationships with Insurance Company Partners (ICPs). This role operates with significant autonomy, serving as a strategic advisor to senior leadership, producers, and regional teams. The role functions as a master‑level subject matter expert, independently leading high‑impact, complex initiatives that strengthen carrier partnerships, elevate submission quality, advance enterprise incentive outcomes, and improve placement effectiveness across all markets. This role is expected to innovate, influence cross‑functional alignment, and contribute to enterprise standards, processes, and long‑range operational plans. The role also provides coaching to colleagues on standards, best practices, incentive tracking discipline, and submission quality, while influencing cross‑functional decision‑making through data‑driven insights.

Primary Responsibilities

• Act as a national Placement Ambassador, ensuring consistent execution of placement standards, data discipline, and the enterprise go‑to‑market strategy across regions.
• Develop, refine, and implement complex operational plans, including national submission standards, placement best practices, and carrier engagement models.
• Cultivate high‑value relationships with national and regional carrier leaders, influencing underwriting approaches, escalation pathways, and partnership outcomes.
• Lead the creation of executive‑ready ILF materials, presenting strategic insights and guidance to senior leadership and supporting data‑driven decision‑making.
• Own end‑to‑end development of high‑quality submissions, including underwriting narratives, SOVs, loss runs, and supporting documentation; ensure alignment to carrier appetites and underwriting strategy.
• Analyze placement performance, market dynamics, and carrier behavior to recommend strategic adjustments that improve hit ratios, speed‑to‑bind, and financial outcomes.
• Manage and optimize incentive programs, including PIAs, contingency structures, overrides, and carrier‑specific compensation opportunities; identify revenue risks and opportunities.
• Provide expert‑level guidance to producers and placement colleagues, offering insights on carrier appetite, market strategy, file readiness, incentives, and submission excellence.
• Lead large, enterprise‑wide or cross‑functional initiatives with minimal oversight, coordinating with analytics teams, placement professionals, producers, and carriers.
• Coach and review work from lower‑level professionals, elevating submission quality, documentation standards, and adherence to placement protocols.
• Address complex, ambiguous challenges requiring advanced judgment, creative problem‑solving, and the ability to influence senior stakeholders across functions.
• Develop enterprise recommendations and insights that influence long‑range placement strategy, carrier partnerships, and enterprise operational plans.

Required Knowledge, Skills & Abilities

• Recognized expert‑level understanding of commercial underwriting, placement strategy, carrier operations, incentive structures, and market trends.
• Ability to develop and implement new processes, standards, and operational plans that materially influence functional outcomes.
• Ability to utilize AI tools to drive efficiencies, reduce low value placement related tasks and reduce E&O exposure.
• Executive‑caliber communication, negotiation, and relationship‑management skills; able to influence underwriters, producers, and senior leaders.
• Advanced analytical expertise, including ability to translate data into insights and strategic recommendations.
• Proven ability to lead high‑complexity initiatives, manage long‑range workstreams, and operate with substantial autonomy.
• Skilled in coaching, mentoring, and elevating the work quality of less‑experienced placement professionals.
• Proficiency with agency management systems, underwriting platforms, and collaboration tools (e.g., Applied Epic).

Qualifications

• Bachelor’s degree, or equivalent experience preferred.
• 10+ years of experience in insurance brokerage or carrier underwriting, preferably in placement, market relations, or underwriting strategy.
• Demonstrated experience negotiating and managing PIAs, contingencies, overrides, and carrier incentive agreements.
• Active Property & Casualty license required (Life & Health a plus).
• Successful track record in mid‑to‑large market placements and in high‑growth, fast‑paced environments.
• Experience leading complex projects, influencing cross‑functional decisions, and communicating with executive audiences.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.