The Baldwin Group

Advisor, Commercial Risk - Middle Market

Holmdel, New Jersey, US · Mid

Sponsorship not specified$90k-$100kDetected 6 days ago

ExcelOrganizational SkillsMicrosoft OfficeUnderwriting

About the role

The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals.
Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
Looks for opportunities to improve the firm, business segment, and processes.

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.
Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.

Knowledge, Skills, & Abilities Required:
Technical, Computer, & System-Specific Skills Required:
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.

Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
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

This listing is sourced directly from The Baldwin Group's careers page and normalized into a canonical job model.