Commercial Risk Advisor - Insurance & Risk Management

The Baldwin Group; Lafayette (LA); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

The Baldwin Group in Lafayette, LA seeks an Advisor, Commercial Risk to grow new accounts and renewals, build client relationships, and coordinate with service teams and insurers. You will present proposals, gather required documents, and identify opportunities through community networking while maintaining accuracy and industry knowledge essential for risk transfer solutions.

This role requires an active Property and Casualty license and proficiency with MS Office; travel is expected in a

Qualifikationen

• Must hold current State Property & Casualty Agent License or General Lines Agent License.
• Proficient in MS Word, Excel, Publisher, and PowerPoint; able to learn additional insurance software.

Aufgaben

• Present proposals and review coverages with clients in detail.
• Communicate with clients, prospects, partners, and service team effectively.
• Finalize sales, gather documents, and brief service team on policy sale.

Kenntnisse

Self-starter

Verbal & written presentation skills

Communication

Ausbildung

Property & Casualty License

General Lines License

Tools

Microsoft Word

Microsoft Excel

Microsoft Publisher

Microsoft PowerPoint

Jobbeschreibung

The Baldwin Group in Lafayette, LA seeks an Advisor, Commercial Risk to grow new accounts and renewals, build client relationships, and coordinate with service teams and insurers. You will present proposals, gather required documents, and identify opportunities through community networking while maintaining accuracy and industry knowledge essential for risk transfer solutions.

This role requires an active Property and Casualty license and proficiency with MS Office; travel is expected in a