Associate Advisor, Commercial Risk - Middle Market

The Baldwin Group

Bethesda (MD)

On-site

USD 72,000 - 88,000

Full time

14 days+
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Job summary

The Baldwin Group in Bethesda, MD seeks an Associate Advisor to grow a personal book of business through prospecting, closing new accounts and client retention. You will complete an in-depth training program, learn the firm’s insurance and risk management value proposition, and be mentored by experienced Advisors to support clients nationwide.

Starting pay is $80,000+ annually and is negotiable at hire. A Property & Casualty license is required within states of operation, with licenses

Qualifications

  • Obtain and maintain a Property & Casualty license as required.
  • Willing to obtain all required licenses within the first 90 days.
  • Strong communication and presentation skills.
  • Ability to prospect, solicit, and close new accounts.

Responsibilities

  • Grow own book of business through prospecting, closing, and retention.
  • Identify and generate new sales opportunities through analysis and discovery.
  • Participate in sales meetings to review activities with leadership.
  • Develop knowledge of insurance line products and procedures.
  • Present proposals professionally and explain coverages in detail.

Skills

Communication
Presentation
Persuasion
Microsoft Word
Microsoft Excel
Insurance software systems
Culture fit

Education

Property & Casualty License

Tools

Microsoft Word
Microsoft Excel
Insurance software systems

Job description

## Associate Advisor, Commercial Risk - Middle MarketApplylocations: Bethesda, Maryland, UStime type: Full timeposted on: Posted Yesterdayjob requisition id: JR109855Job Description Summary The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions.**POSITION SUMMARY:** The Associate Advisor will work to gain knowledge of commercial insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions.**PRIMARY RESPONSIBILITIES:*** Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients.* Identify and generate new sales opportunities through analysis and discovery* Participate in sales meetings to review sales activities and prospective customers with leadership* Develop a full working knowledge of respective insurance line products and procedures.* Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.* Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.**KNOWLEDGE, SKILLS & ABILITIES:*** Excellent communication and presentation skills* Strong ability to persuade, motivate and influence others* Basic knowledge of Microsoft Word and Excel.* Ability to learn appropriate insurance company and firm software systems.* Demonstrates core values, exuding behavior that is aligned with the firm’s culture**EDUCATION & EXPERIENCE:*** Obtain and maintain a Property & Casualty insurance license, 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).### The starting pay is $80,000+ annually. Salary is negotiable upon time of hire.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.
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