Small Business Insurance Advisor & Growth Partner

The Baldwin Group; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group is seeking an Advisor to sell new accounts and renewals, building lasting relationships with clients and partners. You will coordinate with the service team and insurance company partners while pursuing new prospects and maintaining accuracy across processes.

Responsibilities include presenting proposals, finalizing sales, and ensuring licensing requirements are met. This role requires travel and active engagement in industry networking.

Qualifications

• Proven ability to sell and renew accounts in the insurance sector.
• Strong client relationship and networking skills.
• Excellent communication and presentation abilities.
• Ability to learn industry software and processes.

Responsibilities

• Present proposals and review coverages in detail with clients.
• Finalizes sales and collects required documents and applications.
• Develops prospects through community involvement and referrals.
• Maintain accuracy and timeliness to minimize errors.
• Maintain knowledge of insurance industry and underwriting criteria.

Skills

Sales

Relationship building

Communication

Networking

Education

State Insurance Licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Publisher

PowerPoint

Job description

The Baldwin Group is seeking an Advisor to sell new accounts and renewals, building lasting relationships with clients and partners. You will coordinate with the service team and insurance company partners while pursuing new prospects and maintaining accuracy across processes.

Responsibilities include presenting proposals, finalizing sales, and ensuring licensing requirements are met. This role requires travel and active engagement in industry networking.