The Baldwin Group Benefits Overview

Drive insurance sales by qualifying inbound leads, identifying required policies, preparing quotes, following up with clients, tracking opportunities in Salesforce, and closing business. The role requires adherence to underwriting guidelines and carrier procedures, along with expertise in Builders Risk, landlord, commercial property, general liability, and flood insurance products. The advisor will deliver responsive, customer-focused service while expanding Obie’s book of business.

Develops and places complex commercial insurance programs for middle-market clients. Assesses client needs, identifies suitable carriers, prepares submissions and proposals, negotiates rates and coverage terms, and maintains relationships with clients, underwriters, advisors, and agency personnel. The role requires expertise in property, liability, workers’ compensation, automobile, inland marine, and umbrella insurance, along with strong communication, presentation, negotiation, and analytical skills.

Sells new employee benefits insurance accounts and renews existing accounts. Builds relationships with clients, prospects, insurance carriers, service teams, and industry contacts; develops prospects through networking and referrals; presents proposals, explains coverage, finalizes sales, collects documentation, and supports service teams. Maintains licensing, insurance industry knowledge, underwriting awareness, accuracy, and compliance while meeting monthly new business goals.