Advisor (Producer) Commercial Risk, Employee Benefits, or Private Risk

The Baldwin Group; Bethesda (MD); On-site; USD 63,000 - 75,000; Full time

Job summary

The Baldwin Group is seeking an entry-level Advisor (Producer) specializing in Commercial Risk, Employee Benefits, or Private Risk. In this full-time role, you'll develop tailored insurance solutions and engage in building your book of business. You'll handle client interactions and proposals while working collaboratively with service teams. Ideal candidates are detail-oriented, possess strong communication skills, and are ready to represent the firm positively in the community.

Qualifications

• Maintains all licenses required by the State Department of Insurance within first 90 days.
• Entry-level position seeking candidates who demonstrate the organization’s core values.

Responsibilities

• Presents proposals professionally, reviewing coverages for client understanding.
• Develops prospects by engaging in community affiliations and networking events.
• Meets monthly new business goals while maintaining client relations.

Skills

Organizational skills

Communication

Attention to detail

Tools

Microsoft Office Suite

Job description

Advisor (Producer) Commercial Risk, Employee Benefits, or Private Risk

Join to apply for the Advisor (Producer) Commercial Risk, Employee Benefits, or Private Risk role at The Baldwin Group

Advisor (Producer) Commercial Risk, Employee Benefits, or Private Risk

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Join to apply for the Advisor (Producer) Commercial Risk, Employee Benefits, or Private Risk role at The Baldwin Group

Explore the right business segment for you!

As an advisor within our focused business segments, you will build your book of business and specialize in the area of expertise that best matches your expertise and interests.

Commercial (Business) Insurance

From workers’ compensation to cyber and liability, craft tailored business solutions for mid-to-large-sized commercial clients.

Employee Benefits

Design a customized benefits package for clients that helps maintain compliance, control cost, and increase employee engagement.

Private Risk

Consult with successful individuals and families to find their unique coverage needs, from collections to high-value property and vehicles.

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.
  
  

Eeoc (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.
  
  

Primary Responsibilities & Percentage Of Time Per Primary Responsibility

• 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.
  
  

Management And Supervisory Scope

• Insert
  
  

Financial And Budget Accountability

• Yes/No
  
  

Click here for some insight into our culture!

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Design, Art/Creative, and Information Technology

• Industries

  Insurance

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