Advisor, Commercial Risk - Middle Market

Baldwin Group Colleague, Inc.; Holmdel Township (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

Baldwin Group Colleague, Inc. in Holmdel Township, NJ, is seeking an Advisor for Commercial Risk. The role involves selling new accounts and renewing existing ones while building strong relationships with clients, prospects, and insurance partners.

The ideal candidate will present proposals professionally, finalize sales, and maintain accuracy in client interactions. Applicants should be willing to obtain required state insurance licenses within 90 days. Join a fast-paced environment with opportunities for professional growth.

Qualifications

• Candidates should maintain all required state insurance licenses or be willing to obtain them within the first 90 days.
• No certifications are required or preferred.

Responsibilities

• Present proposals professionally and communicate effectively with clients and prospects.
• Finalize sales and brief the service team on policy sales.
• Develop prospects through community affiliations and networking.
• Maintain accuracy in interactions with clients to minimize errors.

Skills

Intermediate to advanced knowledge of Microsoft Office Suite

Ability to learn other relevant software systems

Core values aligned with firm’s culture

Education

Maintain all required state insurance licenses

Job description

Position Summary

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

• Present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicate with clients, prospects, insurance company partners, and the service team in an articulate and effective manner.
• Finalize the sale, collect necessary documents and applications, and brief the service team on the policy sale.
• Develop prospects through community affiliations, partner-hosted seminars, networking events, and referrals.
• Develop information and recommendations for prospective accounts, present proposals and adhere to firm policies and procedures for writing new accounts.
• Maintain accuracy, timeliness and completeness in interactions with clients, the firm, and insurance company partners to minimize errors and omissions risks.
• Maintain understanding of industry and underwriting criteria of represented insurance company partners to communicate effectively.
• Positively represent the firm in the community and with insurance partners.
• Perform other functions as assigned by leadership and seek opportunities to improve processes.
• Bring issues and discrepancies to appropriate leadership and meet monthly new business goals.

Education & Experience Requirements

• Certifications: None required or preferred.
• Licenses: Maintain all required state insurance licenses or be willing to obtain within the first 90 days.

Knowledge, Skills & Abilities

• Demonstrate core values with behavior aligned with the firm’s culture.

Technical Skills

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and ability to learn other relevant software systems.

Special Working Conditions

Fast‑paced, multi‑tasking environment.

EEOC Statement

The Baldwin Group 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.