Sales Enablement Specialist, Commercial Risk - Middle Market
About The Position
The Baldwin Group is seeking a motivated and detail-oriented Sales Enablement Specialist to join their growing Commercial Risk Management Group (CRMG) and dynamic team. This entry-level role is designed for a high-potential individual who will play a key part in supporting the internal referral pipeline and driving new business growth within the commercial risk management and property & casualty insurance spaces. As a foundational team member, the specialist will collaborate closely with Advisors (producers), client managers, and regional leaders to ensure seamless intake and execution of commercial risk client opportunities. Over time, the role offers the opportunity to build deep expertise in core carrier partners and products, with a career path leading toward developing and managing external referral relationships in the property and casualty space, as well as client advisory services in the commercial risk management industry.
Requirements
- High school diploma required
- 1-2 years of relevant sales and/or business development experience required
- 1-2 years of customer service experience preferred
- Excellent interpersonal, organizational, and communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Eagerness to learn, grow, and take on increasing responsibility
- Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.)
- Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
Nice To Haves
- Bachelor’s degree preferred
- Bachelor's degree/certifications or equivalent experience in Business, Finance, Insurance, or related field
- Strong interest in commercial risk management and property & casualty areas
- Prior internship or experience in insurance, financial services, or sales enablement a plus
Responsibilities
- Support Internal Referrals: Partner with producers and client service teams to intake and manage internal commercial insurance referrals, ensuring alignment with new business goals.
- Pipeline Management: Track and prioritize new opportunities from internal sources to help drive regional revenue growth and client retention.
- Carrier Enablement: Learn and build fluency in the offerings, underwriting appetite, and processes of our core personal insurance carrier partners.
- Sales Enablement: Assist regional Commercial Risk Management leaders with tools, resources, and data to enhance producer engagement and close new business.
- Relationship Development (Long-Term): As knowledge and experience grow, begin to support efforts to cultivate new external referral relationships with key targets across the market.
- Collaboration: Work cross-functionally with Marketing, Business Development, and CRMG leadership to support strategic initiatives and regional growth plans.
Benefits
- Salary is negotiable upon time of hire
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
