Advisor, Commercial Risk - Insurance Advisory Solutions

The Baldwin Group; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

The Baldwin Group in Atlanta, GA is seeking an Advisor, Commercial Risk to drive new business and renewals. You will build and nurture client relationships, coordinate with service teams, and work with insurance partners to identify opportunities and present tailored proposals.

The role emphasizes accuracy, timely communication, and adherence to firm policies while meeting monthly new business goals. A strong background in insurance sales and relationship management is preferred.

Qualifications

• Presents proposals in a professional manner and reviews coverages with clients to ensure understanding.
• Communicates effectively with clients, prospects, and partners to facilitate sales.
• Maintains accurate records and briefs service teams on policy sales.

Responsibilities

• Sells new accounts and renews existing accounts in line with firm goals.
• Develops prospects through community involvement, seminars, and referrals.
• Maintains knowledge of the insurance industry and underwriting criteria for firm partners.

Skills

Sales prospecting

Relationship building

Communication

Office software

Job description

## Advisor, Commercial Risk - Insurance Advisory SolutionsApply: Atlanta, Georgia, US: Full time: Posted Today: JR110198The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.## POSITION SUMMARY:* The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.## PRIMARY RESPONSIBILITIES:* Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.* Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.* Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.* 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.* Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.* Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.* 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.* Positively represents the firm in the community and with our insurance company partners.* Performs other functions as assigned by leadership.* Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.* Is expected to meet monthly new business goals.## EDUCATION AND EXPERIENCE REQUIREMENTS:* Certification(s): None required; None preferred* License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred## KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:* Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture## TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:* Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)* Ability to learn any other appropriate program or software system used by the firm as necessary## OTHER REQUIREMENTS:* None## SPECIAL WORKING CONDITIONS:* Fast paced multi-tasking environment## ## 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. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.## EEOC (STATEMENT):* BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.## PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:* Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.* Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.* Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.* 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.* Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.* Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.* 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.* Positively represents the firm in the community and with our insurance company partners.* Performs other functions as assigned by leadership.* Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.* Is expected to meet monthly new business goals.## MANAGEMENT AND SUPERVISORY SCOPE:* Insert## FINANCIAL AND BUDGET ACCOUNTABILITY:* Yes/NoClick here for some insight into our culture!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.