2-20 or 20-44 Advisor - Personal Lines

Join The Baldwin Group as a 2-20 or 20-44 Advisor - Personal Lines

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 Advisor sells new accounts in keeping with firm and individual goals. Consultants build relationships with prospects, service team, insurance company partners and centers of influence, while identifying and soliciting sales prospects.

Principal Responsibilities

• Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
• 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 high attention to detail.
• Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Expected to meet monthly new business goals.
• Positively represents the firm and our insurance company partners in the community.
• 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.

Education, Experience, Skills And Abilities Requirements

Benefits

The Baldwin Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing a workplace that is free from discrimination and harassment.

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