Advisor

Baldwin Group Colleague•New York, NY

14h

About The Position

The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. The role involves developing account information and recommendations, presenting proposals, reviewing coverage details, finalizing sales, collecting required documents, and briefing the service team. Advisors develop prospects through community affiliations, seminars hosted by insurance company partners, industry contacts, networking events, and referrals. They maintain knowledge of the insurance industry and partner underwriting criteria, represent the firm positively, look for process improvements, and raise issues to leadership. Advisors are expected to meet monthly new business goals. This is a fast-paced, multitasking environment, and travel is required. The position description notes that other duties may be assigned as organizational needs arise and that requirements may be subject to reasonable accommodation.

Requirements

Maintain all licenses required by the State Department of Insurance to provide risk management consulting or risk transfer solutions in states where the firm operates, or be willing and able to obtain required licenses within the first 90 days of employment.
Be a self-starter with the ability to influence others through effective verbal and written presentation skills.
Demonstrate intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint.
Be able to learn appropriate insurance company and firm software programs.
Demonstrate core values and behavior aligned with the corporate culture.
Travel is required.
Ability to lift up to 10 pounds, with some walking, standing, reaching, and use of hands for computer work.

Responsibilities

Sell new accounts and renew existing accounts in line with firm and individual goals.
Build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence.
Identify and solicit sales prospects.
Present proposals professionally and review coverages in detail to ensure client understanding.
Communicate effectively with clients, prospects, insurance company partners, and the service team.
Finalize sales, collect necessary 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 in interactions to help minimize errors and omissions claims; demonstrate strong organization and attention to detail.
Maintain knowledge of the insurance industry and the underwriting criteria of represented insurance company partners.
Represent the firm positively in the community and with insurance company partners.
Perform other functions as assigned by leadership.
Identify opportunities to improve the firm, business segment, and processes.
Bring issues and discrepancies to the attention of appropriate leadership.
Meet monthly new business goals.