Join to apply for the Advisor, Employee Benefits role at The Baldwin Group
1 week ago Be among the first 25 applicants
Join to apply for the Advisor, Employee Benefits role at The Baldwin Group
The Advisor, Employee Benefits 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.
Position Summary
- The Advisor, Employee Benefits 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.
Primary 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.Education And Experience Requirements
Certification(s) : None required; None preferredLicense(s) : 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; 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 preferredWill work out of our Kingston, MA office, or may be remote from MA.
Knowledge, Skills, And Abilities Required
Demonstrates the organization's core values, exuding behavior that is aligned with the firm's cultureTechnical, Computer, And System-specific Skills Required
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 necessaryImportant Notice
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.Eeoc (statement)
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Sales and Business Development
Industries
Insurance
Referrals increase your chances of interviewing at The Baldwin Group by 2x
Sign in to set job alerts for "Benefits Advisor" roles.
Middleboro, MA $120,000.00-$140,000.00 1 week ago
Guest Services Coordinator – Dunkin' and Baskin-Robbins
Customer Experience Professional - Hybrid
Part Time Customer Service Representative
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
J-18808-Ljbffr
