Small Business Insurance Advisor & Growth Innovator

Baldwin Group Colleague, Inc.; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

The Baldwin Group is hiring an Advisor to sell new accounts and renew existing accounts, building relationships with clients, prospects, the service team, insurance company partners, and centers of influence. You will identify and solicit sales prospects and present proposals in a professional manner. Travel is required.

Maintain licenses within 90 days. The role emphasizes meeting monthly new business goals and delivering risk management solutions through strong communication and industry

Qualifications

• Maintain all licenses as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
• Self-starter with the ability to influence others through effective verbal and written presentation skills.

Responsibilities

• Present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicate with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalize the sale and collect necessary documents, applications, etc., and brief the service team on the policy sale.
• Develop prospects by becoming involved in community affiliations, attending seminars, and networking events.
• Develop information and recommendations for prospective accounts, present proposals and adhere to firm policies and procedures for writing a new account.
• Maintain accuracy, timeliness and completion when interacting with clients, the Firm, and Insurance Company Partners to minimize errors and omissions claims.
• Understand insurance industry and underwriting criteria to communicate effectively.
• Represent the firm positively in the community and with our insurance company partners.
• Perform other functions as assigned by leadership and look for opportunities to improve the firm, business segment, and processes.

Skills

Microsoft Word

Microsoft Excel

Microsoft Publisher

PowerPoint

Presentation skills

Verbal and written communication

Education

Insurance licenses (state requirements)

Tools

Insurance software

Job description

The Baldwin Group is hiring an Advisor to sell new accounts and renew existing accounts, building relationships with clients, prospects, the service team, insurance company partners, and centers of influence. You will identify and solicit sales prospects and present proposals in a professional manner. Travel is required.

Maintain licenses within 90 days. The role emphasizes meeting monthly new business goals and delivering risk management solutions through strong communication and industry