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
$100k
## Employee Benefits Advisor (Producer) - Insurance Advisory SolutionsThe Advisor, Employee Benefits sells... ...service, consultation, and financial risk transfer solutions in states where the firm... ...retirement planning, and all areas of private and personal insurance. Since 201...PrivateContract workWork at officeLocal area$135k
...entrepreneur-led and inspired insurance brokerage firm... ...Insurance and Risk Management, Private Insurance and Risk Management... ...either on the advisor level or on a client... ...of demonstrated advisory, client management and... ...financial risk transfer solutions in states where the...PrivateFull timeContract work$90k
Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region page is loaded## Senior Client Manager, Commercial Risk -... ...expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and...PrivateContract workWork at officeLocal areaRemote work3 days per week$75k - $150k
...MarylandB. F. Saul Insurance /Full Time /... ...is a boutique advisory firm providing... ...for their risk tolerances and... ...Company, a large privately held business... ...investment advisors, and ASB Capital... ...management firm.The Producer is responsible... ...practical solutions for our...SuggestedFull timeTemporary workWork at office- ...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net... ...Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships...PrivateWork at officeLocal area
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...( , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients... ...practice supports M&A activities of our Private Equity clients and strategic... ...dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans...PrivateWork experience placementLocal areaRemote work- Baker Tilly US is seeking a Tax Manager for its New York and Washington, DC offices. You will deliver tax and advisory services to private wealth clients, coach staff, and help build the business with leadership. This is a fast‑growing firm offering upward trajectory and...PrivateFlexible hours
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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... ...to clients a robust set of risk management and benefit solutions...Temporary 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...Temporary workLocal areaFlexible hours$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...Temporary workLocal areaFlexible hours- ...USI Insurance Brokerage and Consulting With approximately $3 billion in revenue and over 10,500 associates across approximately... ...proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents...Temporary workLocal areaFlexible hours
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...Small Commercial Lines Producer Join to apply for the Small Commercial Lines Producer role at USI Insurance Services. General Description: Outside Commercial... ...delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact. USI...Full timeTemporary 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...Temporary workLocal areaFlexible hours$66.5k - $70k
...Specialist - Commerical Risk Management page... ...led and inspired insurance brokerage firm... ...Risk Management, Private Insurance and... ...collaborate closely with Advisors (producers), client managers... ...well as client advisory services in the... ...risk transfer solutions in states where the...PrivateContract workInternshipLocal area- ...Our client is a well-established provider of commercial insurance solutions, offering businesses the coverage and protection they need to... ...We are seeking a driven and entrepreneurial Commercial Producer to join our client's growing team. This is a hunter-focused...Work at officeRemote work
- ...Job Summary We are seeking a motivated and experienced Insurance Producer to join our growing team. The ideal candidate has at least 3... ...Ability to identify client needs and provide customized insurance solutions. Professional, customer-focused attitude. Benefits...Base plus commissionWork at office
$100k
A national insurance advisory firm is seeking an Employee Benefits Advisor to sell new accounts and renew existing ones. The ideal candidate will build relationships... ...of over $100,000 annually, with negotiable terms upon hiring. #J-18808-Ljbffr Baldwin Risk Partners, LLC$200k
Join USI Insurance Services as a Producer - Employee Benefits . Outside Employee Benefits sales position focused on driving business... ...and Support USI ONE Advantage® delivers risk‑management and benefit solutions with a bottom‑line financial impact. USI ONE® represents...Full timeTemporary workLocal areaFlexible hours- ...Life Insurance Producers Location: Remote/Work from Home Job Type: Full-Time/Part-Time/ Uncapped Commission-Based About Us We're... ...Responsibilities Identify client needs and recommend tailored insurance solutions Develop and maintain strong client relationships...Full timePart timeRemote workWork from homeFlexible hours
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...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 Omni...Temporary workLocal areaFlexible hours- B. F. Saul Insurance seeks a Producer to initiate new Commercial Property & Casualty business and lead client relationships from our Bethesda area... ...office. You will identify opportunities, build trusted advisor relationships, and coordinate cross‑functional resources to...Work at office
$100k - $150k
...winner in Business Insurance who has also... ...consultative advisors and problem... ...most significant risk, workforce,... ...through custom solutions and a people-first... ...on a critical advisory role in... ...support multiple Producers and manage a BOB... ...maintain a private workspace to secure...PrivateRemote jobFull timeWork from homeShift work
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