Employee Benefits Advisor - Producer

February 11

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The Baldwin Group

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The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisor. The firm provides tailored solutions for businesses and individuals, helping clients navigate the complex landscape of insurance and financial protection. With expertise in business insurance, personal insurance, and employee benefits, The Baldwin Group aims to streamline solutions, adapt strategies to changing needs, and mitigate unique industry-specific challenges. Additionally, the company offers private client services and wealth management, further showcasing their dedication to protecting what matters to clients. As an official insurance broker for the Tampa Bay Buccaneers, The Baldwin Group has a strong presence in the insurance industry.

Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000 employees

Founded 2011

💸 Finance

📋 Description

• The Advisor 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. • 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, 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. • Looks for opportunities to improve the firm, business segment, and processes. • Brings issues and discrepancies to the attention of appropriate leadership. • Is expected to meet monthly new business goals.

🎯 Requirements

• Maintains all licenses 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). • Self-starter with the ability to influence others through effective verbal and written presentation skills.