Commercial Risk Advisor (Producer) - Insurance Advisory Solutions

The Baldwin Group is an award‑winning entrepreneur‑led 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 across the U.S. and abroad. The firm takes a holistic and tailored approach to insurance and risk management. PRIMARY RESPONSIBILITIES Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and the service team in an articulate and effective manner. Finalises 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 obtaining 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 minimise potential for errors and omissions claims while demonstrating strong organisational 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 Current State‑issued Property and Casualty Agent License or General Lines Agent License, and maintains all required licences. Self‑starter with the ability to influence others through effective verbal and written presentation skills. Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher and PowerPoint, and the ability to learn any other appropriate insurance company and firm software. Demonstrates core values, exuding behaviour that is aligned with corporate culture. SPECIAL WORKING CONDITIONS Fast‑paced multi‑tasking environment. Travel as 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 organisation. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT) BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, colour, 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. #J-18808-Ljbffr Baldwin Group Colleague, Inc.