Advisor, Commercial Risk - Middle Market

Baldwin Group Colleague, Inc.; Bethesda (MD); On-site; USD 90,000 - 110,000; Full time

Job summary

Baldwin Group Colleague, Inc. is looking for an Advisor in Commercial Risk to sell and renew accounts effectively. You will engage with clients and insurance partners, ensuring accurate communication and understanding of coverages.

The ideal candidate will possess strong organizational skills and proficiency in Microsoft Office. Applicants must be able to maintain or obtain state insurance licenses within the first 90 days of employment. A competitive salary starting at $100,000 is negotiable upon hire.

Qualifications

• Demonstrate alignment with the firm's core values and culture.
• Maintain all required state insurance licenses within 90 days of employment.
• Intermediate to advanced proficiency in Microsoft Office Suite.

Responsibilities

• Sell new accounts and renew existing accounts.
• Present proposals and review coverages with clients.
• Finalize sales and brief the service team on policy sales.
• Develop prospects through community engagement and networking.

Skills

Proficiency in Microsoft Office Suite

Strong communication skills

Organizational skills

Education

State insurance licenses

Job description

Job Summary

The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals.

Primary Responsibilities

• Present proposals professionally, reviewing coverages in detail to ensure understanding.
• Communicate with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalize the sale, collect required documents and applications, and brief the service team on the policy sale.
• Develop prospects by engaging in community affiliations, attending partner‑hosted seminars, building and maintaining industry contacts, networking events, and referrals from current accounts.
• Develop information and recommendations for prospective accounts, present proposals, and adhere to firm policies and procedures for writing a new account.
• Maintain 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; demonstrate strong organizational skills with high attention to detail.
• Maintain understanding and knowledge of the insurance industry and underwriting criteria for represented partners to communicate effectively to all involved.
• Positively represent the firm in the community and with insurance partners.
• Perform other functions as assigned by leadership and look for opportunities to improve the firm, business segment, and processes, bringing issues and discrepancies to appropriate leadership.
• Meet monthly new business goals.

Education and Experience Requirements

• License(s): Maintain all required state insurance licenses or be willing and able to obtain them within the first 90 days of employment.

Knowledge, Skills, and Abilities

• Demonstrate alignment with the firm's core values and culture.
• Intermediate to advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); ability to learn any other relevant software.

Special Working Conditions

Fast paced, multi‑tasking environment.

Compensation

Starting pay: $100,000+. Salary is negotiable at the time of hire.

Equal Employment Opportunity

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.