The Senior Advisor sources and sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, service teams, insurance company partners and centers of influence, while identifying and soliciting sales prospects. Responsible for driving success on the market business sales plan and be an advocate for change if market conditions change. In addition, serves as the primary contact for both internal and external clients in their geographic area and escalates or mitigates risk to the firm as necessary. Creates and maintains a cohesive team environment that gives colleagues a sense of belonging and mattering through articulating the firm’s vision.
PRIMARY RESPONSIBILITIES:
Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding.
Communicates with clients, prospects, insurance company partners, and service teams in an articulate and effective manner.
Finalizes the sale, coordinates the collection of deposits, arranges for binders and certificates, 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.
Responsible for effectively coaching, mentor and manage the professional development of colleagues and demonstrates a high level of confidentiality
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 errorsand omissions claims while demonstrating strong organizational skills with high attention to detail.
Maintains an understanding and knowledge of insurance industry and underwriting criteria.
Is expected to meet monthly new business goals.
Demonstrates the firm’s core values, exuding behavior which aligns with the firm’s culture
KNOWLEDGE, SKILLS & ABILITIES:
Must be a self-starter who works independently with the ability to influence others through effective verbal and written presentation skills.
Must have the ability to learn relevant insurance company and firm software systems.
Demonstrates the organization’s core values, exuding behavior that is aligned with the corporate culture.
Positively represents the firm and our insurance company partners in the community.
Looks for opportunities to improve the organization, business segments, and processes.
Brings issues and discrepancies to appropriate leadership for review.
EDUCATION & EXPERIENCE:
Obtain and maintain insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
Minimum of 5-7 years in the insurance industry in an advisor position required
Prior leadership and/or ownership in a firm with proven success preferred
Performs other functions as assigned by leadership.
OTHER:
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 or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
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