Advisor, Employee Benefits - Middle Market

Baldwin Group Colleague, Inc.; Bethesda (MD); On-site; USD 81,000 - 99,000; Full time

Job summary

Baldwin Group Colleague, Inc. is seeking an Advisor, Employee Benefits to sell and renew accounts, build relationships with clients and partners, and drive new business in a fast-paced environment.

The role requires maintaining state insurance licenses as needed and strong proficiency with Microsoft Office. You will engage with communities and industry contacts to meet monthly new-business goals while ensuring accurate documentation and service coordination.

Qualifications

• Demonstrates the organization’s core values and professional behavior.
• License(s): Maintains required licenses per state insurance regulations, with initial licensure within 90 days of employment.
• Proficient with Microsoft Word, Excel, PowerPoint and Outlook; able to learn additional software as needed.

Responsibilities

• Present proposals and review coverages with clients and prospects.
• Maintain relationships with clients, prospects, service team and insurance partners.
• Close sales, collect documents, and brief the service team on policy details.
• Develop new business through networking, community involvement and referrals.

Skills

Microsoft Office

Relationship building

Proposals & presentations

Education

State Department of Insurance license (within 90 days)

Tools

Microsoft Office Suite

Job description

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 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.
• Knowledge, Skills, & 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.

Special Working Conditions

Fast paced multi-tasking environment.

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.

Compensation

Starting pay for this position is $90,000+ annually. Salary is negotiable at the time of hire.

Position Description Notice

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.