Advisor, Innovation & Small Business

The-Baldwin-Group; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

The Baldwin Group is seeking an Advisor to sell new accounts and renew existing ones. You will build and maintain relationships with clients, prospects, the service team, and insurance partners while identifying new opportunities.

Responsibilities include presenting proposals, finalizing sales, and briefing the service team to ensure accurate, compliant processing. You will develop prospects through community involvement, partnerships, and referrals, while maintaining high accuracy and

Qualifications

• Maintains licenses as required by the state insurance department.
• Self-starter who can influence others through effective communication.
• Strong organizational skills with attention to detail and accuracy.
• Willingness to travel as part of the role and meet monthly new business goals.

Responsibilities

• Present proposals and review coverages to ensure understanding.
• Finalize sales, gather documents, and brief the service team on the sale.
• Develop prospects through community involvement and networking.
• Provide information for prospective accounts and ensure compliance with firm policies.
• Maintain relationships with clients, partners, and centers of influence.

Skills

Verbal communication

Written communication

Influencing others

Education

State insurance licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Publisher

Microsoft 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.The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.