Employee Benefits Advisor: Grow Your Client Impact

Baldwin Group Colleague, Inc.; Birmingham (AL); Presencial; USD 60.000 - 90.000; Tempo integral

Resumo da vaga

The Baldwin Group is seeking an Advisor, Employee Benefits to drive new accounts and renewals, building durable relationships with clients, prospects, and partners while aligning with firm goals.

The role requires obtaining/state licenses and maintaining compliance, with daily client interactions, proposal presentations, and ongoing prospect development through community involvement and referrals. Strong organizational skills are essential.

Qualificações

• Maintain licenses as required by the State Department of Insurance to provide service and financial risk transfer solutions.
• Willingness to obtain all required licenses within the first 90 days of employment.
• Strong communication and organizational skills are essential.

Responsabilidades

• Presents proposals in a professional manner and reviews coverages in detail.
• Communicates with clients, prospects, insurance company partners, and service team effectively.
• Finalizes sales and collects documents; briefs the service team on policy sales.
• Develops prospects through community involvement, seminars, and referrals.
• Maintains accuracy, timeliness, and attention to detail in client interactions.
• Understands and communicates underwriting criteria to partners.
• Represents the firm positively in the community and with insurance partners.
• Meets monthly new business goals.

Conhecimentos

Relationship building

Ferramentas

Microsoft Office Suite

Descrição da vaga

The Baldwin Group is seeking an Advisor, Employee Benefits to drive new accounts and renewals, building durable relationships with clients, prospects, and partners while aligning with firm goals.

The role requires obtaining/state licenses and maintaining compliance, with daily client interactions, proposal presentations, and ongoing prospect development through community involvement and referrals. Strong organizational skills are essential.