Associate Advisor, Commercial Risk - Middle Market

The Baldwin Group•Bethesda, MD

About The Position

The Associate Advisor will work to gain knowledge of commercial insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions.

Requirements

Excellent communication and presentation skills
Strong ability to persuade, motivate and influence others
Basic knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software systems.
Demonstrates core values, exuding behavior that is aligned with the firm’s culture
Obtain and maintain a Property & Casualty insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).

Responsibilities

Growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients.
Identify and generate new sales opportunities through analysis and discovery
Participate in sales meetings to review sales activities and prospective customers with leadership
Develop a full working knowledge of respective insurance line products and procedures.
Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.

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