Advisor, Commercial Risk - Insurance Advisory Solutions
Baldwin Group Colleague, Inc.
Advisor, Commercial Risk Responsible for selling new accounts and renewing existing accounts in line with firm and individual goals. Build and maintain relationships with clients, prospects, service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. Primary Responsibilities Present proposals professionally, review coverages in detail to ensure understanding. Communicate with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalize the sale, collect necessary documents and applications, and brief the service team on the policy sale. Develop prospects by engaging in community affiliations, attending partner-hosted seminars, building relationships with industry contacts, networking events, and referrals from current accounts. Develop information and recommendations for prospective accounts, present proposals and adhere to firm policies and procedures for writing a new account. Maintain accuracy, timeliness, and completion when interacting with current and prospective clients, the firm and partners, minimizing potential for errors and omissions claims. Maintain understanding and knowledge of insurance industry and underwriting criteria for represented partners, and effectively communicate to all involved. Represent the firm positively in the community and with insurance partners. Perform other functions as assigned by leadership. Look for opportunities to improve the firm, business segment, and processes; bring issues and discrepancies to appropriate leadership. Meet monthly new business goals. Education and Experience Requirements Certification(s): None required; none preferred. License(s): Maintain a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or be willing and able to obtain all required licenses within the first 90 days of employment. Maintain all licenses as required. Knowledge, Skills, and Abilities Demonstrates the organization’s core values and exudes behavior aligned with the firm’s culture. Technical, Computer, and System-Specific Skills Intermediate 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 necessary. Other Requirements None. Special Working Conditions Fast-paced multi-tasking environment. Travel as needed. EEOC Statement BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, 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.
- The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and... ..., prospects, the service team, insurance company partners, and centers of influence... ..., and financial risk transfer solutions in states where the firm functions or...CommercialRiskFull timeContract workWork at officeLocal area
- ...including identifying opportunities to upsell and cross-sell insurance products and services.Develop and maintain up-to-date knowledge... ...culture.EDUCATION & EXPERIENCE:7 - 10 years of experience in commercial property and casualty insurance sales, with at least 5 years in...CommercialRiskFull timeContract workWork at office
- Baldwin Group Colleague, Inc. is seeking an Advisor, Commercial Risk, to be responsible for selling new accounts and renewing existing accounts... ...role involves building relationships with clients and insurance partners while meeting business goals. The successful candidate...CommercialRiskWork at office
- The Baldwin Group in Jacksonville, Florida is seeking an Advisor, Commercial Risk to sell new accounts and renew existing ones. This role requires... ...building and maintaining relationships with clients and insurance company partners, as well as presenting proposals...CommercialRiskWork at office
$122k - $240.5k
...integrated/verticalized sector solutions in software, data, AI,... ...needs, offering engineering-led advisory, implementation, and operational... ...metrics, and project risks; communicate recommendations... ...transformation projects in the commercial sector in the strategy, growth...CommercialRiskWork at officeLocal areaFlexible hours$50k - $80k
Florida Financial Advisors (FFA) is a full‑service financial planning... ...planning, tax strategies, insurance and risk management, and estate and... ..., and offering financial advisory services to clients. The... ...deliver personalized investment solutions to help clients work toward...RiskFull timeTraineeshipInternship- ...Vice President of Solutions, Financial Services About... ...Government Risk Management Sustainability... ...solutions across the banking, insurance, and asset management... ..., partners, and advisory firms to drive... ...prioritization, and ensuring the commercial success of the...CommercialRiskWork at office
- ...provides audit, tax and advisory services for... ...Associate Director, Presales Solution Architect - Cyber to join... ...pricing guidance, and commercial structuring for KYC/... ...firms and Global/Regional Risk leadershipAct with... ..., disability and life insurance, 401(k) plans, and a robust...CommercialRiskH1bLocal area
$150k - $204k
...member company of W. R. Berkley Corporation, an insurance holding company that is among the largest commercial lines insurance writers in the United States. We... ...liability, physical damage, cargo and other insurance solutions for the commercial auto markets including...CommercialFull timeImmediate start- ...comprehensive advice and customized solutions to clients to help them achieve their... ...thresholds Mitigates and controls risk as part of daily activities Identifies... ...Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory Account Management Client Experience...RiskTemporary workShift workDay shift
- ...Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based... ...thresholds Mitigates and controls risk as part of daily activities Identifies... ...Additional Skills Needed: Account Management Advisory Client Experience Branding Customer...RiskTemporary workWork at officeShift workDay shift
$180k - $220k
...Grant Thornton is seeking an Advisory Director Client Relationship... ...Executive within our Outsourcing solution to join the team. Approved... ...Advisory, Business Consulting, Risk Advisory, Technology... ...models) preferred Strong commercial acumen: qualification discipline...CommercialRiskWork at office- ...entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private... ...and brokers, and the firm’s advisors, partners, and leaders through... ...consulting or risk transfer solutions as necessary in states where...CommercialRiskFull timeContract work
- ...this role:Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients... ...loans, and certain other industry specific solutions within Commercial Banking by analyzing... ...for process improvements and risk control enhancements; serve as a mentor...CommercialRiskFull timeWork experience placementLocal area
- ...entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private... ...As a trusted partner to both advisors and clients, this individual... ...Develop customized insurance solutions and carrier strategies aligned...CommercialRiskFull timeContract workWork at office
- ...the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will... ...DescriptionConsults on investment and insurance strategies, as well as the development... ...customized customer solutions.Managing Risk - Assessing and effectively managing all...RiskFull timeTemporary workPart timeWork experience placementWork at office
$138k - $197k
...management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way... ...time in maturing processes of solution delivery, reporting, and business... ...groups wellness program. We take risk management excellence and your professional...CommercialRiskTemporary workWorldwideFlexible hours$50k - $70k
...Producer/Risk Management Consultant (Remote) Patriot Growth Insurance Services, LLC Location: Jacksonville, FL (Remote)... ...client base within the Personal and Commercial Lines sectors. This position... ...needs and providing tailored solutions. Identify and manage risks associated...CommercialRiskFull timeContract workTemporary workWork at officeLocal areaRemote workFlexible hours$250k
...in order to contribute to the commercial objectives of the business.... ...experts to develop long‑term solutions that strengthen client relationships... ...clients' unique investment, risk management, and financing/... ..., accident, and disability insurance; and wellness programs. Citi...CommercialRiskFull time- ...Commercial Lines Account Executive HUB International Limited ("HUB... ...is one of the largest global insurance and employee benefits broker,... ...array of property, casualty, risk management, life and health,... ...available risk management/control solutions Develop strong and...CommercialRiskTemporary workWork at officeLocal area
- ...Services FinTech Payments Risk Management Software... ...Clearinghouse Finance Insurance Technology Specialties... ...cross-border payments commercial card programs currency risk... ...exchange custom payments solutions automated payables global...CommercialRiskRemote work
$70k - $130k
...of W. R. Berkley Corporation, an insurance holding company that is among the largest commercial lines insurance writers in the... ...damage, cargo and other insurance solutions for the commercial auto markets... ...Fleet Safety Specialist provides risk management and safety services...CommercialRiskLocal area- ...developing thoughtful solutions and delivering an exceptional... ...adhere to all risk and control policies,... ...requiredSeries 7, 66 and Insurance licenses required for... ...small business banking, commercial banking, financial... ...provides individuals, advisors and institutions with...CommercialRiskTemporary workWork experience placementLocal area
$31 - $35 per hour
...with us! The Siemens PTI Energy Business Advisory (EBA) unit is an experienced technology... ...to support Mergers and Acquisitions, Risk Management, and Market Intelligence backed... ...engagements, business process improvements, solutions to technical issues, and data management...RiskRemote jobHourly payPermanent employmentPart timeInternshipWork at officeLocal areaImmediate startShift work- ...W. R. Berkley Corporation , an insurance holding company that is among the largest commercial lines insurance writers in the... ...damage, cargo and other insurance solutions for the commercial auto markets... ...for reviewing new and renewal risks, managing an assigned agency...CommercialRiskContract work
$60k - $86k
Leveraged Finance Risk Specialist - Associate Leveraged Finance Risk Specialist - Associate... ...across various industries to provide solutions to Deutsche Bank clients. This offers a... ...plus), financial modeling/forecasting, commercial banking products and understanding of...CommercialRiskFull timeWork at officeWork from home- ...Description Florida Financial Advisors (FFA) is a full-service... ...retirement planning, tax strategies, insurance, and estate and legacy... ...assess their financial goals, risk tolerance, and time horizons,... ...appropriate investment and insurance solutions, and providing retirement...RiskFull time
- ...Job Description Insurance Defense Attorney - 3+ Years Experience... ...injury, property damage, and commercial disputes. Manage all... ...Provide strategic case analysis, risk assessment, and guidance to... ...is in our ability to deliver the right solutions at the right time.CommercialRiskFull time
- ...Commercial Lines Producer Founded in 1989, The Holmes Organisation of Florida,... ...Inc. is an independent, family-owned risk management and insurance agency headquartered in Jacksonville... ...exposures, our team delivers tailored solutions that larger, transactional firms...CommercialRiskFull timeTemporary workWork at officeLocal areaImmediate start
- ...targeted advice, developing solutions, and delivering an exceptional... ...approach. Strictly adhere to all risk and control policies,... ...required. Series 7, 66, and Insurance licenses required; unlicensed... ...and small business banking, commercial banking, financial transaction...CommercialRiskLocal areaWorldwide
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