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
- ...entrepreneur-led and inspired insurance brokerage firm delivering... ...Commercial Insurance and Risk Management, Private Insurance and Risk Management... ...and risk management.The Advisor, Private Risk sells new accounts... ...financial risk transfer solutions in states where the firm functions...PrivateFull timeContract workWork at office
$200k - $275k
...Software & High-Tech, Private Equity, and Corporate... ...clients while demonstrating advisory capabilities with high... ...estimates, and risk assessments for potential... ..., and basic life insurance. Employees are able to... ...delivering real-world solutions.The combination of business...PrivateWork experience placementLocal areaImmediate startFlexible hours$116.2k - $212.9k
...Asset Management, Insurance, and Real Estate,... ...advising corporate and private equity clients on... ...– Transaction Tax Advisory, International... ...strategies, operational risk, and supply-chain... ...as trusted advisors by embracing new opportunities... ...more processes, solutions, or projects with...SuggestedPermanent employmentSummer holidayFlexible hours$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$80k
...market knowledge and advanced understanding of technical insurance issues. •Take part in national vertical meetings and... ...value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents...SuggestedBase plus commissionTemporary workLocal areaFlexible hours$175k
...market knowledge and advanced understanding of technical insurance issues. Take part in national and regional vertical... ...proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents...Base plus commissionTemporary workLocal areaFlexible hours$80k
...and advanced understanding of technical insurance issues. •Use USI's contact management... ...knowledge necessary to communicate our solutions effectively to a non-insurance buyer.... ...that delivers to clients a robust set of risk management and benefit solutions with bottom...Local area$83.41k - $168.59k
...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ...project types for both public and private clients Master's degree from an... ...plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of...PrivateFull timeContract workH1bLocal area$200k
...market knowledge and advanced understanding of technical insurance issues. Take part in national and regional meetings... ...proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni...Base plus commissionTemporary workLocal areaFlexible hours$75k - $90k
...Industry Specialized Program for Select Commercial Insurance Sales Producer The Industry Specialized Program for Select Commercial... ...that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents...Base plus commissionTemporary workWork at officeLocal areaFlexible hours$81k - $141.74k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a... ...exceptional client service in the areas of risk and advisory?If yes, consider joining... ...audit methodologiesAct as a valued business advisor, build relationships and communicate...Full timeWork experience placementLocal areaWorldwide$29.25 - $48 per hour
...in delivering strategic guidance and innovative solutions to enhance employee benefit programs. Within our Advisory practice, you will contribute to helping clients... ...encouraged to ask questions, take initiative, and produce quality work that adds value for our clients and...Full timeSummer workInternshipH1b$100k - $140k
OverviewBaker Tilly is a leading advisory, tax and assurance firm... ...holistic, high-value solutions that drive successful... ...project oversight, risk mitigation, and dispute... ...for both public and private sector clients is preferredExcellent... ..., with the ability to produce well-organized research...Full timeContract workFor contractorsLocal areaRemote workWorldwide$99k - $266k
...& 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$77k - $214k
...& SummaryA career within PwC Private will provide the opportunity... ...companies with a range of business advisory needs such as audit, tax... ...expected to lead the way as tax advisors dedicated to innovation,... ...tax advisors with innovative solutions- Utilizing advanced skills and...PrivateFull timeH1b$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- ...Job Description Job Description The Ronald Nation District Manager of Farmers Insurance in Bellevue, WA is hiring Insurance Sales Representatives to join our growing team! Our district office is located in Bellevue, and we're up to big things! We provide Auto, Home...Work at officeAfternoon shift
- ...Founded in 1989, SOSi is among the largest private, founder-owned technology and services... ...government services industry. We deliver tailored solutions, tested leadership, and trusted results... ...award of contract SOSi is seeking a Risk and Compliance Analyst to support mission...PrivateFull timeContract workFor contractorsRemote workWorldwide
$195.42k - $370.53k
...The KPMG Advisory practice is at the forefront... ...a Director, Private Equity IT M&A –Due... ...identify keytechnology risks, value creation levers... ...as a trusted advisor ontechnology strategy... ...AI/ML solutions Experience developing... ...disability and life insurance, 401(k) plans, and...PrivateFull timeH1bLocal area- ...enjoys coming up with innovative solutions to complex business issues?... ...needs, including Accounting Advisory, Financial Operations, IPO, M... ...Mergers, and Debt/Equity private placements.Understand technical... ...work life balance. From health insurance packages and wellness...PrivateFull timeWork at officeRemote work
- ...remote Technical Solutions Civil Manager, you... ...serve as a trusted advisor to key AEC clients... ...design platforms. Produce visual renderings... ..., business travel insurance, service recognition... ...with public- and private-sector clients to... ...lifecycle - from advisory, planning, design...Work at officeLocal areaRemote workWorldwideFlexible hours
$168.8k - $230.1k
..., mentor and professionally develop CFO Advisory team members, actively participating in... ...senior executives at client companies and private equity sponsors. Leverage the... ...client engagements that are fact-driven, solution oriented and meet Armanino’s A+ Execution...PrivateFull timeContract workWork experience placementLocal areaFlexible hours- ...Senior Vice President, Producer About the Company Large US privately owned broker with no plans to be sold. Industry Insurance Type Privately Held About the Role The Company is seeking a Senior Vice President/Producer to join their team. The successful...
$128k - $252.5k
...comprehensive end-to-end support and advisory services, covering areas such... ..., and implement practical solutions before, during, and after... ...with corporate and private equity clients, this role offers... ...treasury processes to identify risks, dependencies, and improvement...PrivateLocal area$258.8k - $304.2k
...Transaction Services Advisory Lead, Software &... ...partners with private equity firms, corporate... ...as a trusted advisor, the Advisory Lead... ...stakeholders on technology risk, AI strategy,... ...pursuits, shape solution strategies, and develop... ..., and basic life insurance. Employees are...PrivateWork at officeLocal areaImmediate startFlexible hours2 days per week$126.1k - $253k
...there’s nowhere like RSM.RSM’s Private Company team is looking for a... .... Our team of first choice advisors is aligned to focus on closely... ...tailored comprehensive solutions.Our community of professionals... ...strategic tax planning, business advisory and compliance workA customized...PrivateFull timeWork experience placementInternshipPrivate practiceLocal area$30 per hour
...in their transition to a career in the private or public sector. Veterans and Military... ...recognizes new problems and develops solutions within appropriate time scales. Decision... ...: # Medical, dental, and vision insurance, including expert medical opinion # Short...PrivateHourly payTemporary workWork experience placementInternshipWorldwideFlexible hours$171.6k - $338.3k
...comprehensive end-to-end support and advisory services, covering areas such... ..., and implement practical solutions before, during, and after... ...and divestiture services to Private Equity investors and their portfolio... ..., accounting, and tax risks and opportunities associated...PrivateLocal areaVisa sponsorship- ...edge technologies to create innovative tax solutions. Join a diverse team helping high-... ...but not limited to Fortune 100 companies, private equity portfolio companies, and family offices... ..., vision coverage, disability and life insurance, 401(k) plans, and a robust suite of...PrivateFull timeLocal areaVisa sponsorship
- The Private Client experience at J.P. Morgan... ...will partner with advisors and clients to deliver... ...income taxes), insurance, long-term care,... ...philanthropic planning, risk management, and... ..., financial advisory at a broker-dealer... ...affluent/high-net-worth solutions, and retirement...PrivateWork at office
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