The Baldwin Group
Associate Advisor, Commercial Risk - Middle Market
Kingston, Massachusetts, US · Principal
Sponsorship not specifiedDetected 6 days ago
ExcelLeadershipCommunicationMicrosoft OfficeUnderwriting
About the role
- The Associate Advisor will work to gain knowledge of commercial lines insurance to successfully gain technical and sales knowledge.
- As an Associate Advisor you will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors.
- Identify and generate new sales opportunities through analysis and discovery
Responsibilities
- Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients
- Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.
- Learn the firm's insurance and commercial risk management value proposition to support the clients' needs and passions.
Requirements
- Strong ability to persuade, motivate and influence others
- Basic knowledge of Microsoft Word and Excel
- Ability to learn appropriate insurance company and firm software systems
- 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.
- other duties may be assigned as needs arise or as required to support the organization.
Skills
- Education, Experience, Skills/Abilities - Requirements:
- Excellent communication and presentation skills
Benefits
- Develop a full working knowledge of commercial Lines/private risk and/or employee benefits products and procedures
- Education, Experience, Skills/Abilities -
Company info
- Participate in sales meetings to review sales activities and prospective customers with leadership
- Click here for some insight into our culture!
Equal opportunity
- All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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This listing is sourced directly from The Baldwin Group's careers page and normalized into a canonical job model.