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$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$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- ...clients through tailored solutions grounded in industry-... .../solutions for Risk Management, Compliance... ...engagements for public and private, defense and civilian... ...Independent Engineering Advisory Services are typically... .../ Vision Health Insurance Benefits: ProSidian partners...PrivateFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...Resources is a full service advisory services and tactical headhunting... ...Security, Manufacturing, and Private Equity markets. Job... ...our Private Equity Staffing Solutions Team and we are currently hiring... ...Sales veterans who are top producers in the industry. We offer our...PrivatePermanent employmentFull timeContract workH1bCurrently hiringWork at officeLocal areaRemote workHome officeVisa sponsorshipLong distance
$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$175k - $210k
...Description WTW Producers make a valuable difference every day to our... ...by developing leading edge solutions to address their health and benefits... ..., conduct in-depth analysis/risk assessments and present... ...Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify...Temporary workWork at officeLocal areaRemote workFlexible hours$80k
...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...Full timeTemporary workLocal areaFlexible hours$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- ...Summary An established and fast-growing insurance organization is seeking an experienced Employee Benefits Producer to drive new business growth within the middle... ...needs and deliver tailored Employee Benefits solutions, including self-funded arrangements Manage...
$80k
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....Full timeTemporary workLocal areaFlexible hours$200k - $325k
...Transaction Advisory Services - Managing Director We currently have an exciting career opportunity for a Managing Director to join... ...side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers Analyze historical financial...PrivateWork 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
$84k - $156k
...role will support our Corporate/Private Sector clients with our Retirement Solutions team located on the West Coast. The... ...list of our plans including, advisor/consultant, third-party administrator... ...: medical/dental/vision, life insurance, short and long term disability coverage...PrivateFull timeTemporary workPart timeCasual workHome office- ...DescriptionFounded in 1989, SOSi is among the largest private, founder-owned technology and services... ...services industry. We deliver tailored solutions, tested leadership, and trusted results... ...**SOSi is seeking a highly qualified Risk Mitigation Specialist to support an...PrivateContract workWork at officeWorldwide
- ...clients through tailored solutions based on industry-... ...services/solutions for Risk Management | Compliance... ...for public and private, defense and civilian... ...Regulatory Compliance; produce accurate documentation... ...Dental / Vision Health Insurance Benefits: ProSidian partners...PrivateFull timeContract workTemporary workFor contractorsH1bWork at officeFlexible hours
- ...clients through tailored solutions based on industry-... ...services/solutions for Risk Management | Compliance... ...for public and private, defense and civilian... ...& Governance Support; produce accurate documentation... ...Dental / Vision Health Insurance Benefits: ProSidian partners...PrivateFull timeContract workTemporary workFor contractorsH1bWork at officeFlexible hours
$159.4k - $247.9k
...Work ( Cherry Bekaert delivers innovative advisory, assurance and tax services to our... ...practice supports M&A activities of our Private Equity clients and strategic corporations... ...dental, and vision care; disability and life insurance; generous Paid Time Off; retirement...PrivateWork experience placementLocal areaRemote work- ...Private Client Advisor II Chevy Chase, Maryland To proceed with your application... ...the bank's established risk appetite Leads the... ...for and closes business ~ Solutions oriented; sales and financial... ...Client Solutions Advisory Prospecting Wealth Planning...PrivateWork at officeFlexible hoursShift workDay shift
- ...DescriptionFounded in 1989, SOSi is among the largest private, founder-owned technology and services... ...services industry. We deliver tailored solutions, tested leadership, and trusted results... ...award ***Overview SOSi is seeking a Risk and Vulnerability Analyst II to support...PrivateContract workWork at officeWorldwideMonday to FridayWeekend workAfternoon shift
$120k - $180k
...local insight to help public and private sector clients tackle complex... ...operators across strategy, advisory, planning, and operations.... ...development and emerging mobility solutions, our work influences... ...client satisfaction. Manage risk adhering to company policies...PrivateLocal areaFlexible hours$126.95k - $248.21k
...ForResponsible for supporting Advisory for its work in... ...delivery, public-private partnerships, and... ...with senior advisors, technical leads,... ...have been delivering solutions for some of the... ...financial, legal, and insurance advisors) and... ...generate reports and produce financial models...PrivateFull timeWork at officeLocal area- ...to clients through tailored solutions based on industry-leading practices... ...of Enterprise Solutions for Risk Management | Compliance |... ...wide variety of engagements for Private Companies, Fortune 1,000... ...Solutions for Nuclear Industry Advisory and Assistance (A&A) Services...PrivateFull timeWork at officeRemote work
$120k - $160k
...-ranked accounting, tax, and advisory firm with offices across the... ...point of contact for clients, private equity professionals, and other... ...bankers, legal counsel, tax advisors, and internal audit and... ...Identify and communicate key deal risks, trends, and opportunitiesTeam...PrivateFull timeLocal area3 days per week- ...Innovative provider of marketing & sales solutions for B2B companies Industry Marketing and Advertising Type Privately Held, Private Equity-backed Founded... .../services financial services insurance communications telecom industrial...Private
- 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 personal...PrivateContract workH1bLocal area
$54.7k - $101.9k
...Client Advisor Our not-so-secret sauce. Award... ...) provides business insurance, employee health &... ..., retirement, and private client insurance solutions to organizations and... ...Advisor on the Client Advisory team, you'll be... ...them navigate complex risks with confidence. Providing...Minimum wageLocal areaNight shift$161.93k - $269.88k
...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- ...DescriptionAECOM’s Technology Solutions Group is seeking a highly... ...assistance program, business travel insurance, service recognition awards,... ...partner with public- and private-sector clients to create innovative... ...the project lifecycle - from advisory, planning, design and...Work at officeLocal areaRemote workWorldwideFlexible hours
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