Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
Apply
Locations: Leesburg, Virginia, US; Bethesda, Maryland, US
Time Type: Full Time
Posted On: Posted 2 Days Ago
Job Requisition ID: JR105575
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 throughout the U.S. and abroad. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.
POSITION SUMMARY:
- The Advisor (Producer), Employee Benefits 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.
PRIMARY 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.
- Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm.
- 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.
- Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
- Certification(s): None required; None preferred
- License(s): 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 or be willing and able to obtain all required licenses within the first 90 days of employment.
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
- 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:
SPECIAL WORKING CONDITIONS:
- Fast-paced multi-tasking environment.
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.
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.
#J-18808-Ljbffr
