Advisor, Employee Benefits - Insurance Advisory Solutions

Baldwin Group Colleague•Atlanta, GA

About The Position

The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. The role builds and maintains relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. The Advisor presents coverage proposals, develops prospective accounts, completes sales and related documentation, and briefs the service team on policy sales. The position is expected to meet monthly new business goals and represent the firm positively in the community and with insurance company partners. This role works in a fast-paced, multitasking environment. The position description notes that responsibilities may change as organizational needs arise and that reasonable accommodations may be available for medical or religious reasons.

Requirements

Maintain all licenses required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or be willing and able to obtain all required licenses within the first 90 days of employment.
Demonstrate the organization’s core values and behavior aligned with the firm’s culture.
Have intermediate to advanced knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
Be able to learn other appropriate programs or software systems used by the firm as necessary.
Maintain strong organizational skills and attention to detail.

Responsibilities

Present proposals professionally and review coverages in detail to ensure clients understand them.
Communicate effectively with clients, prospects, insurance company partners, and the service team.
Finalize sales, collect required documents and applications, and brief the service team on policy sales.
Develop prospects through community affiliations, partner-hosted seminars, industry relationships, networking events, and referrals from current accounts.
Develop information and recommendations for prospective accounts, present proposals, and follow firm policies and procedures for writing new accounts.
Maintain accuracy, timeliness, and completion when interacting with clients, the firm, and insurance company partners, minimizing the potential for errors and omissions claims.
Maintain knowledge of the insurance industry and partner underwriting criteria to communicate effectively with those involved.
Represent the firm positively in the community and with insurance company partners.
Perform other functions assigned by leadership.
Look for opportunities to improve the firm, business segment, and processes.
Bring issues and discrepancies to the attention of appropriate leadership.
Meet monthly new business goals.