Commercial Risk Advisor - Insurance Solutions & Growth

The Baldwin Group; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group in Jacksonville, FL seeks an Advisor, Commercial Risk to sell new accounts and renew existing ones, building strong relationships with clients, prospects, the service team, and insurance company partners. You will present proposals and guide clients through coverages.

You will develop prospects through networking and referrals, collect applications and documents, ensure accuracy to minimize errors, and strive to meet monthly new business goals while representing the firm

Qualifications

• Certification(s): None required; None 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 networking, attending seminars, and obtaining referrals from current accounts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies for new accounts.

Skills

Organization

Communication

MS Office

Education

Property & Casualty license (within 90 days)

Tools

Microsoft Office Suite

Job description

The Baldwin Group in Jacksonville, FL seeks an Advisor, Commercial Risk to sell new accounts and renew existing ones, building strong relationships with clients, prospects, the service team, and insurance company partners. You will present proposals and guide clients through coverages.

You will develop prospects through networking and referrals, collect applications and documents, ensure accuracy to minimize errors, and strive to meet monthly new business goals while representing the firm