Advisor, Commercial Risk - Middle Market

The Baldwin Group; Holmdel Township (NJ); On-site; USD 90,000 - 100,000; Full time

Job summary

The Baldwin Group is seeking an Advisor for Commercial Risk in Holmdel Township. In this role, you will sell new accounts and renew existing ones while building client relationships and engaging in community networking. Strong communication skills and a detail-oriented approach are necessary.

All licenses to provide financial risk transfer solutions must be obtained within 90 days of employment. The starting salary ranges from $90,000 - $100,000, negotiable at hire.

Qualifications

• None required or preferred certifications.
• Maintain all licenses as required by the State Department of Insurance within 90 days.

Responsibilities

• Sell new accounts and renew existing accounts.
• Build and maintain relationships with clients and partners.
• Communicate effectively with clients and the service team.
• Finalizes sales and collects necessary documentation.
• Engage in networking events and referrals.

Skills

Organizational skills

Attention to detail

Communication skills

Relationship building

Education

State Department of Insurance licenses

Tools

Microsoft Office Suite

Job 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 wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award‑winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.

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 & 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, & Abilities Required

• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.

Technical, Computer, & 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.

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.

EEO 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.
• The starting pay for this position is $90,000 - $100,000+. Salary is negotiable at time of hire.