Advisor, Innovation & Small Business

The Baldwin Group; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group is seeking an Advisor to sell new accounts and renewals, building lasting relationships with clients and partners. You will coordinate with the service team and insurance company partners while pursuing new prospects and maintaining accuracy across processes.

Responsibilities include presenting proposals, finalizing sales, and ensuring licensing requirements are met. This role requires travel and active engagement in industry networking.

Qualifications

• Proven ability to sell and renew accounts in the insurance sector.
• Strong client relationship and networking skills.
• Excellent communication and presentation abilities.
• Ability to learn industry software and processes.

Responsibilities

• Present proposals and review coverages in detail with clients.
• Finalizes sales and collects required documents and applications.
• Develops prospects through community involvement and referrals.
• Maintain accuracy and timeliness to minimize errors.
• Maintain knowledge of insurance industry and underwriting criteria.

Skills

Sales

Relationship building

Communication

Networking

Education

State Insurance Licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Publisher

PowerPoint

Job description

The Advisor 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.

Knowledge, Skills & Abilities

• Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint, and the ability to learn any other appropriate insurance company and firm software programs.
• Demonstrates core values, exuding behavior that is aligned with corporate culture.

Education & Experience

• Maintains all licenses as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).Self-starter with the ability to influence others through effective verbal and written presentation skills.

Other

• Fast paced, multi-tasking environment.
• Travel is required.
• Lifting up to 10 pounds, with some walking, standing, reaching, and the use of hands for the computer.

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 accommodation to applicants and colleagues who need them for medical or religious reasons.