Associate Advisor, Commerical Risk - Insurance Advisory Solutions

Position Overview

• Location Type: Varies (US and Abroad)
• Employment Type: Full Time
• Salary: Not specified

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 wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.

Requirements

• Obtain and maintain a Life & Health insurance license, as required by the State Department of Insurance.
• Basic knowledge of Microsoft Word and Excel.
• Ability to learn appropriate insurance company and firm software systems.
• Excellent communication and presentation skills.
• Strong ability to persuade, motivate, and influence others.

Responsibilities

• Grow own book of business, including generating, prospecting, soliciting, and closing new accounts.
• Retain existing clients.
• Identify and generate new sales opportunities through analysis and discovery.
• Participate in sales meetings to review sales activities and prospective customers with leadership.
• Develop a full working knowledge of respective insurance line products and procedures.
• Learn to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Maintain an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by the firm.

Knowledge, Skills & Abilities

• Demonstrated core values aligned with the firm’s culture.

Education & Experience

• Not specified - Requires obtaining and maintaining a Life & Health insurance license within 90 days of employment.

Important Notice

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. Other duties may be assigned as needs arise or as required to support the organization.