Advisor, Commercial Risk - Insurance Advisory Solutions

Position Overview

• Location Type: Varies (Onsite, Remote, Hybrid - Details not provided in original text)
• Employment Type: Full-time
• Salary: Not provided in original text
• Company: The Baldwin Group (NASDAQ: BWIN)
• Description: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients throughout the U.S. and abroad. They take a holistic and tailored approach to insurance and risk management.

Requirements

• Licenses: Maintains all licenses as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
• Self-Starter: Must be a self-starter.

Responsibilities

• Sales & Account Management:
  • Sells new accounts and renews existing accounts in keeping with firm and individual goals.
  • Builds and maintains relationships with clients, prospects, the service team, insurance company partners, and centers of influence.
  • Identifies and solicits sales prospects.
• Proposal Presentation: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communication: Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Sales Finalization: Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Prospect Development: Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Account Development: Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
• Operational Excellence: Maintains a concern for accuracy, timeliness and completion when interacting with clients and partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Industry Knowledge: Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Firm Representation: Positively represents the firm in the community and with our insurance company partners.
• Performance: Is expected to meet monthly new business goals.
• Continuous Improvement: Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Other Duties: Performs other functions as assigned by leadership.

Application Instructions

• Not provided in original text

Company Information

• Company Name: The Baldwin Group (NASDAQ: BWIN)
• Industry: Insurance Brokerage
• Description: An award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies.