Commercial Risk Advisor: Drive New Accounts & Renewals

The Baldwin Group; Boston (MA); Hybrid; USD 113,000 - 138,000; Full time

Job summary

The Baldwin Group is a leading insurance brokerage delivering tailored commercial, private, and employee benefits solutions in the U.S. The Advisor, Commercial Risk, sells new accounts and renewals, building enduring client relationships with a service-driven team.

The starting pay for this position is $125,000 annually and is negotiable at hire. The role emphasizes accuracy, licensing compliance, and proactive outreach to grow the client base in a dynamic, entrepreneurial culture.

Qualifications

• 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 preferred.

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.

Job description

The Baldwin Group is a leading insurance brokerage delivering tailored commercial, private, and employee benefits solutions in the U.S. The Advisor, Commercial Risk, sells new accounts and renewals, building enduring client relationships with a service-driven team.

The starting pay for this position is $125,000 annually and is negotiable at hire. The role emphasizes accuracy, licensing compliance, and proactive outreach to grow the client base in a dynamic, entrepreneurial culture.