Advisor, Employee Benefits - Insurance Advisory Solutions

The Baldwin Group; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

The Baldwin Group in Atlanta, GA is seeking an Advisor, Employee Benefits to sell new accounts and renew existing ones in line with firm and individual goals. You will build and maintain relationships with clients, prospects, the service team, and insurance company partners while identifying and soliciting sales prospects.

Key duties include presenting proposals, finalizing the sale with required documents, and briefing the service team on policy details.

Qualifications

• Proven ability to present proposals and close sales in the benefits space.
• Licensing compliance with state requirements, or willingness to obtain licenses within 90 days.
• Strong attention to detail and client relationship management.

Responsibilities

• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Develops prospects by networking, community involvement, and referrals while maintaining relationships with clients, prospects, and partners.
• Maintains accuracy, timeliness, and completion when interacting with clients and partners to minimize errors and omissions.

Skills

Microsoft Office Suite

Learn new software

Education

State insurance licenses compliant or within 90 days

Job description

## Advisor, Employee Benefits - Insurance Advisory SolutionsApplylocations: Atlanta, Georgia, UStime type: Full timeposted on: Posted Yesterdayjob requisition id: JR109744The Advisor, Employee Benefits 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, Employee Benefits 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.