About the position
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Advisor, Private Risk 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.
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.
- Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
- Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
- Positively represents the firm in the community and with our insurance company partners.
- Performs other functions as assigned by leadership.
- Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
- Is expected to meet monthly new business goals.
Requirements
- Current State issued Property and Casualty Agent License, or General Lines Agent License.
- Maintains all licenses as required by the State Department of Insurance within 90 days of employment to provide service, consultation, and financial risk transfer solutions in states where the firm functions.
- Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to learn any other appropriate program or software system used by the firm as necessary.
