Private Risk Advisor (Producer) - Insurance Advisory Solutions
'The Baldwin Group'
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.Principal 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, Experience, Skills and Abilities Requirements:Certification(s): None required; None preferredLicense(s): Current State issued Property and Casualty Agent License, or General Lines Agent License.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.Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s cultureIntermediate 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 necessarySpecial Working Conditions:Fast paced, multi-tasking environment.Travel is required.Important 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 firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.#LI-JG1Click 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.SummaryLocation: Tampa, Florida, US; Philadelphia, Pennsylvania, US; Orlando, Florida, US; Fort Lauderdale, Florida, US; San Antonio, Texas, US; Boston, Massachusetts, US; Bethesda, Maryland, US; Houston, Texas, US; Chicago, Illinois, US; Los Angeles, California, US; Seattle, Washington, US; Chattanooga, Tennessee, US; Knoxville, Tennessee, US; Atlanta, Georgia, US; Holmdel, New Jersey, US; Dallas, Texas, US; Irvine, California, US; New York, New York, US; Lakeland, Florida, USType: Full time
$200k
...Producer - Employee Benefits Join to apply for the Producer - Employee Benefits role at USI Insurance Services. General Description Outside Employee Benefits sales position... ...to clients a robust set of risk management and benefit solutions with bottom‑line financial...SuggestedBase plus commissionLocal area- ...Simple IRA with 3% employer match Life insurance License reimbursement Bonus based on performance... ...Vision insurance Job Title: Insurance Producer About Us: We are a leading provider in... ...exceptional service and innovative solutions to our clients. Our team thrives in a supportive...Suggested
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...Licensed Sales Producer TOR - Renton, WA 98057 Overview Level entry position type... ...- Licensed Sales Producer O'Brien Insurance Services WA (Allstate) is looking for quick... ...to our clients with primary emphasis on solution-based conversations about our client's...SuggestedHourly payPart time$60k - $90k
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...Participate in Other Industry New Producer development program. Includes... ...Must obtain Life & Health insurance license within 8 weeks of... ...necessary to communicate our solutions effectively to a non-insurance... ...delivers to clients a robust set of risk management and benefit...Temporary workLocal areaFlexible hours- Whims Insurance & Financial Services is looking for a motivated B2B outside sales representative... ...is for you. As a Commercial Risk Advisor, you will have the opportunity to build... ...competitive and sophisticated risk management solutions. In this role, you will be surrounded...
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...& SummaryA career within PwC Private will provide the opportunity... ...companies with a range of business advisory needs such as audit, tax... ...stakeholder views to develop solutions and recommendations.Address sub... ...shall lead the way as tax advisors dedicated to innovation, providing...PrivateFull timeContract workH1b$124k - $335k
...& SummaryA career within PwC Private will provide the opportunity... ...companies with a range of business advisory needs such as audit, tax... ...develop and discuss potential solutions, even before the stakeholder... ...expected to lead the way as tax advisors dedicated to innovation,...PrivateFull timeH1b- ...Relation Insurance is a leading, innovative company with a strong commitment to excellence... ...a passion for delivering cutting‑edge solutions to our clients. As a key player in the... ...and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance...Work at officeLocal area
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OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a... ...in the area of informational technology risk advisory?If yes, consider joining Baker Tilly... ...methodologiesAct as a valued business advisor, build relationships and communicate effectively...Full timeWork experience placementLocal areaWorldwide$60k - $90k
...Real Estate Advisory Group Analyst Join Kroll's Global... ...reporting, tax, financing, insurance and other strategic planning... ...wide range of public and private entities and REITs using... ...the global leader in risk and financial advisory solutions—Kroll. With a nearly century...PrivateFull timeLocal areaVisa sponsorshipRelocation package$168.8k - $230.1k
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...operations of IPO, SPAC, and other CMT advisory engagements. You’ll closely work... ...culture and code of conduct.Be an advisor to newly public and private clients to assist with accounting and... ...to think through future innovative solutions.Utilize Microsoft Office Suite,...Work at officeLocal areaRemote workVisa sponsorship- ...a credentialed life insurance producer who feels constrained... ...Strategic Client Advisory: Analyze diverse client... ...deliver optimal client solutions. Workflow Optimization... ...scale, and mentor a private sub-agency within our... ...overrides for advisors focused on agency building...PrivateContract workWork at officeImmediate startRemote work
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$30 per hour
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