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
$250k - $260k
...provides innovative, integrated solutions across mergers and... ...and financial and valuation advisory. Our unmatched transaction volumes... ...With deep expertise in both private and public markets, we are committed... ...funds, co-investment funds, insurance companies, hedge funds, asset...PrivateFull timeWork experience placement$109k - $224k
...firms, banks and private equity firms on their... ...crises, managing risk and optimizing... ...Consulting’s Real Estate Solutions has a singular... ...range of real estate advisory services including... ...funds, insurance companies, hedge funds, pension advisors and owners/developers...PrivateFull time$112k - $180k
...Valuation, and Business Advisory. We stand as a... ...colleagues and trusted advisors. We equip you with... ...!The RoleAndersen's Private Accounting Solutions practice delivers outsourced... ..., timeline, budget, risk, and change requests... ..., and basic life insurance coverage. Employees...PrivateFull timePrivate practiceH1bLocal areaWork visa$125k - $250k
...provide investment and advisory services for pension... ...sovereign wealth funds, insurance companies, endowments,... ..., financial advisors and individuals.Fixed Income & Liquidity Solutions OverviewFixed Income and... ...of clients, including private wealth mandates and institutional...PrivateFull timeTemporary workPart time- ...provide investment and advisory services for... ...sovereign wealth funds, insurance companies,... ...foundations, financial advisors and individuals.... ...SolutionsMulti Asset Solutions (MAS) is a multi-... ...implementation, risk management, and portfolio... ...responsible for private assets portfolio...Private
$100k - $250k
...provide investment and advisory services for pension... ...sovereign wealth funds, insurance companies, endowments,... ..., financial advisors and individuals.RESPONSIBILITIES... ...is part of the Client Solutions Group management and... ...spans both public and private businesses.YOUR IMPACTWe...Private$110k - $140k
Credit Risk (Hedge Fund), Associate, New YorkDivisional Overview... ..., liquidity, operational and insurance risk. Whether assessing the... ...hedge fund, mutual fund, and private equity fund clientsPerform counterparty... ..., finds alternative solutions, and identifies clear objectives...PrivateFull timeTemporary workPart time- ...with a leading global advisory firm to appoint an... ...support a growing Private Equity and M&A... ...deliver strategic insurance and risk advisory solutions.The successful candidate... ...ResponsibilitiesAct as a trusted advisor to private equity... ...for clients.Produce high-quality...PrivatePrivate practice
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...resides in the Retirement Solutions business within the... ...intermediary-focused Insurance investment solutions offered... ...Contribution (DC) advisor-focused marketplace to... ...classes (public and private markets) across the DCIO... ...with investment and advisory solutions, with strategies...PrivateFull timeTemporary workPart timeWork experience placement$100k - $170k
...investment and advisory services for... ...wealth funds, insurance companies, endowments... ..., financial advisors and... ...Responsibilities:Multi-Asset Solutions, “MAS” is an... ..., risk management, and... ...securitized, private credit, and multi... ...weekly basis.Producing investment updates...PrivateFull timeTemporary workPart time$100k - $130k
...seeking an Associate for the Corporate Advisory Group (CAG) which advises owner-managers... ...to develop or enhance relationships with private business owner clients and prospects of... ...service, specialist expertise, technology solutions and partnership approach to client...PrivateFull timeLocal area- A specialist insurance broker is looking to appoint a Secondaries... ...across transactional risk insurance solutions for secondaries transactions... ...with strong experience in the private equity secondaries market to... ...currently working in secondaries advisory, investment banking,...PrivatePermanent employment
- ...experience to become a trusted advisor to clients. This position... ...the development of innovative solutions, managing multidisciplinary teams... ...to join the Transaction Advisory Services (TAS) practice. In this... ...servicing both corporate and private equity clients. Our M&A group...PrivateFull timeWork experience placementLocal area
$140k - $185k
Opportunity: AVP Quantitative Risk AnalystSalary Range: $140,000... ...industry leader in voluntary insurance products that pay cash... ...preferredExperience modeling public and private fixed income asset classes,... ...the Quantitative Analytic Solutions team to validate and calibrate...PrivateWork experience placementWork from homeFlexible hours$200k - $250k
...and stand out. At Brown Advisory, we aim to be one of... ...part of our Investment Solutions Team. This individual... ...Investment Officer for our Private Client Business. Due... ..., evaluating risk exposures, etc.Oversee... ...Death & Dismemberment Insurance• Voluntary Life & Accidental...PrivateFull timeTemporary workH1bWork at officeWorldwide$140k - $165k
...and stand out. At Brown Advisory, we aim to be one of... ...part of our Investment Solutions Group. This individual... ...Officer for our Private Client Business. Due to... ...weightings, evaluating risk exposures, etc.Oversee... ...Death & Dismemberment Insurance• Voluntary Life & Accidental...PrivateFull timeTemporary workH1bWork at officeWorldwide$70k - $100k
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...banking services including strategic advisory services to corporate and private equity clients related to buyside... ...positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior...PrivateFull timePart timeBank staffShift workDay shift$120k - $145k
...AdvisoryIndustry:Transaction Advisory Services... ...innovative, integrated solutions across mergers and acquisitions... ...global M&A fairness opinion advisor over the past 25 years.... ...(TAS) team assists private equity and corporate clients... ...key value drivers and risk factors.Job Purpose:The...PrivateFull timeWork at officeWorldwide- ...DescriptionMaganti IT Resources LLCJob DescriptionTitle: Analyst-Private Equity Advisory FirmType: permanentLocation: New York, NYJob description:We... ...our platforms. We are open in our discussions and value a solution orientation.Should someone need more information I can be...PrivatePermanent employmentInternship
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$106.5k - $195.1k
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...income research, market making, trust services and investment advisory and asset management services.Our Investment Banking Team is committed... ...international institutional investors on behalf of leading Private Equity clients. The Associate role is critical in taking lead...Private- ...as a conference consulting & advisory firm helping other conference organizations launch, produce and grow institutional investor... ...principals' across the public & private spheres and include anchor... ...related tools. Even new Agentic AI Solutions such as Open Claw and...PrivateContract work
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