Strategic Commercial Risk Advisor

The Baldwin Group; Fort Myers (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

The Baldwin Group in Fort Myers, FL is seeking an Advisor, Commercial Risk to grow our client base and renew existing accounts. You will build relationships with clients, prospects, and insurance partners, review coverages, and finalize policy sales with proper documentation.

The role emphasizes accurate service, ongoing relationship management, and strong organizational skills to support our commercial insurance offerings and risk transfer solutions.

Qualifications

• Proficient with Microsoft Word, Excel, PowerPoint, and Outlook.
• Licensing: Property & Casualty license required or obtained within 90 days of hire.

Responsibilities

• Present proposals to clients and review coverages in detail.
• Finalize sales, collect documents, and brief the service team on policy sales.
• Develop prospects through community involvement, partnerships, networking, and referrals.
• Maintain accuracy and timeliness in client interactions to minimize errors.
• Meet monthly new business goals and uphold firm policies.

Skills

Microsoft Office

Education

Property & Casualty license

Job description

The Baldwin Group in Fort Myers, FL is seeking an Advisor, Commercial Risk to grow our client base and renew existing accounts. You will build relationships with clients, prospects, and insurance partners, review coverages, and finalize policy sales with proper documentation.

The role emphasizes accurate service, ongoing relationship management, and strong organizational skills to support our commercial insurance offerings and risk transfer solutions.