Commercial Risk Advisor (Producer) Insurance Advisory Solutions

Baldwin Risk Partners; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage firm is seeking an Advisor for Commercial Risk. This role focuses on selling new accounts and renewing existing ones while building client relationships. The ideal candidate will thrive in a fast-paced environment, demonstrating strong communication and organizational skills. The position requires maintaining necessary licenses and aligning with the company's core values. Join a team committed to professional growth and excellence in risk management.

Qualifications

• Must maintain required licenses per state regulations.
• Alignment with company's core values and culture.

Responsibilities

• Present proposals and ensure client understanding.
• Close sales and manage documentation.
• Develop prospects through networking and referrals.

Skills

Communication

Organizational Skills

Sales

Education

State Licenses

Tools

Microsoft Office Suite

Job description

The Baldwin Group is an award-winning, entrepreneur-led insurance brokerage firm that provides expertly crafted Commercial Insurance and Risk Management, Private Insurance, Employee Benefits, Asset and Income Protection, and Risk Mitigation strategies to clients across the U.S. and internationally. With industry expertise, a highly differentiated culture, and NASDAQ: BWIN listing, we take a holistic and tailored approach to insurance and risk management.

Position: Advisor, Commercial Risk

The Advisor, Commercial Risk is responsible for selling new accounts and renewing existing ones in line with firm and individual goals. The role involves building and maintaining relationships with clients, prospects, the service team, insurance company partners, and industry contacts, while actively identifying and soliciting sales opportunities.

Primary Responsibilities:

1. Present proposals professionally, reviewing coverages in detail to ensure client understanding.
2. Communicate effectively with clients, prospects, insurance partners, and the service team.
3. Close sales by collecting necessary documents, applications, and briefing the service team on new policies.
4. Develop prospects through community involvement, seminars, networking, and referrals.
5. Prepare and present information and recommendations for prospective accounts, adhering to firm policies.
6. Ensure accuracy, timeliness, and completeness in interactions to minimize errors and omissions, demonstrating strong organizational skills.
7. Maintain industry knowledge and underwriting criteria to communicate effectively with all involved parties.
8. Represent the firm positively in the community and with insurance partners.
9. Perform additional duties as assigned by leadership.
10. Seek opportunities for process and business improvements, escalating issues as needed.
11. Meet monthly new business goals.

Education and Experience:

1. Licenses: Must maintain all required licenses per state regulations or be willing to obtain them within 90 days of employment.
2. Certifications: None required or preferred.

Knowledge, Skills, and Abilities:

1. Alignment with the company's core values and culture.

Technical Skills:

1. Intermediate to advanced proficiency in Microsoft Office Suite.
2. Ability to learn additional software systems used by the firm.

Additional Requirements:

Fast-paced, multi-tasking environment; commitment to professional growth.

Special Working Conditions:

Fast-paced, multi-tasking environment.

Important Notice:

This job description outlines the essential responsibilities and may be amended as needed. Reasonable accommodations will be provided for applicants and colleagues requiring them for medical or religious reasons.

EEOC Statement:

BRP is an equal employment opportunity employer committed to diversity and compliance with applicable laws.