Employee Benefits Advisor (Producer) - Insurance Advisory Solutions

Baldwin Group Colleague, Inc.; Tampa (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Baldwin Group Colleague, Inc. is seeking a professional to handle insurance sales and client engagements. The role involves presenting proposals, finalizing sales, and developing new prospects through networking and community involvement.

Candidates are expected to hold a Life & Health Insurance License and possess strong organizational and communication skills. The working environment is fast-paced and requires multitasking capabilities.

Qualifications

• Maintains Life & Health Insurance License as required.
• Intermediate to advanced knowledge of Microsoft Office Suite.
• Ability to learn new software systems as needed.

Responsibilities

• Presents proposals and communicates with clients and partners.
• Finalizes sales and collects necessary documents.
• Develops prospects through community engagement and networking.
• Maintains accuracy and completeness in communications and documentation.
• Represent the firm positively in the community and with partners.
• Meets monthly new business goals.

Skills

Client Communication

Organizational Skills

Networking

Attention to Detail

Knowledge of Insurance Industry

Education

Life & Health Insurance License

Tools

Microsoft Office Suite

Job description

The Baldwin Group is an award‑winning insurance brokerage firm that delivers customized solutions across the United States and abroad.

Primary 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.
• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.
• Is expected to meet monthly new business goals.

Education and Experience Requirements

• Certification(s): None required; None preferred.
• License(s): Maintains Life & Health Insurance License as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions.

Knowledge, Skills, and Abilities Required

• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.

Technical, Computer, and System‑Specific Skills Required

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn any other appropriate program or software system used by the firm as necessary.

Special Working Conditions

• Fast‑paced multi‑tasking environment
• Travel

EEO Statement

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.