Strategic Commercial Risk Advisor

Baldwin Group Colleague

Atlanta (GA)

On-site

USD 65,000 - 105,000

Full time

3 days ago
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Job summary

Baldwin Group Colleague in Atlanta, GA seeks an Advisor, Commercial Risk to sell new accounts and renew existing ones, aligning with firm and individual goals. You will build and maintain relationships with clients, prospects, the service team, and insurance partners to identify and solicit sales prospects.

You will present coverage proposals, manage the sale process, and brief the service team on policy details.

Qualifications

  • Certification(s): None required; None preferred
  • License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment

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.

Skills

Relationship building
Prospecting
Communication
Negotiation

Education

Insurance license(s) required by State Dept. of Insurance

Tools

Microsoft Office Suite

Job description

Baldwin Group Colleague in Atlanta, GA seeks an Advisor, Commercial Risk to sell new accounts and renew existing ones, aligning with firm and individual goals. You will build and maintain relationships with clients, prospects, the service team, and insurance partners to identify and solicit sales prospects.

You will present coverage proposals, manage the sale process, and brief the service team on policy details.

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