Private Risk Advisor

1 month ago

Bethesda, United States Vibrant Full time

Private Risk Advisor (Producer) - Insurance Advisory Solutions Apply locations: Bethesda, Maryland, US Time type: Full time Posted on: Posted 2 Days Ago Job requisition id: JR106246 The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management. The Advisor, Private Risk 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. Principal Responsibilities: 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. Education, Experience, Skills and Abilities Requirements: Certification(s): None required; None preferred License(s): Current State issued Property and Casualty Agent License, or General Lines Agent License. Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. 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. Special Working Conditions: Fast paced, multi-tasking environment. Travel is required. 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 firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues. #LI-JK1 #J-18808-Ljbffr

  • Insurance Solutions Advisor

    3 days ago

    Bethesda, Maryland, United States Baldwin Risk Partners Full time

    Job Description:Baldwin Risk Partners seeks a skilled Insurance Solutions Advisor to manage day-to-day activities of client accounts. Key responsibilities include policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client.Key...

  • Private Client Advisor

    3 weeks ago

    Bethesda, Maryland, United States Vibrant Full time

    About the RoleAs a Private Client Advisor, you will play a critical role in delivering expert insurance solutions to our clients. Your primary responsibilities will include building and maintaining client relationships, identifying sales opportunities, and presenting tailored insurance proposals.Key Skills:Excellent communication and interpersonal...

  • Cybersecurity Engineer

    3 weeks ago

    Bethesda, Maryland, United States Integrated Intel Solutions Full time

    Job Title: Cybersecurity Engineer - Senior Cyber Risk AdvisorThe ideal candidate will have a strong background in computer engineering, computer science, or a related field, with a minimum of four years of experience in Security Control Assessment (SCA) and Defensive Cyber Operations (DCO). Alternatively, a bachelor's degree may be substituted with an...

  • Client Manager, Commercial Risk

    3 weeks ago

    Bethesda, United States Baldwin Risk Partners Full time

    The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...

  • Client Manager, Commercial Risk

    3 days ago

    Bethesda, United States Baldwin Risk Partners Full time

    The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...

  • Client Manager, Commercial Risk

    2 days ago

    Bethesda, United States Baldwin Risk Partners Full time

    The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...

  • Private Equity Investment Analyst

    3 days ago

    Bethesda, Maryland, United States Northlane Capital Partners Full time

    Company OverviewNorthlane Capital Partners is a lower middle market focused private equity firm that invests in growing, highly profitable companies throughout North America. With a flat organizational structure and unique exposure to senior partners, this exceptional professional opportunity provides critical decision-making within the industry.Job...

  • Risk and Compliance Expert

    3 weeks ago

    Bethesda, Maryland, United States GRF CPAs & Advisors Full time

    About Our TeamOur Risk & Advisory Services team at GRF CPAs & Advisors is dedicated to helping organizations adopt an enterprise-wide approach to analyzing and prioritizing risks, aligning them with strategic goals. We offer a comprehensive suite of services, including internal audit plan development and execution, ERM implementation and optimization, fraud...

  • Risk Management Specialist

    4 weeks ago

    Bethesda, Maryland, United States Vibrant Full time

    About The RoleThe Private Risk Advisor will be responsible for selling new accounts and renewing existing ones in line with firm and individual goals. This role requires building and maintaining relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.Key...

  • Risk Management Consultant

    2 weeks ago

    Bethesda, Maryland, United States NFP Full time

    At NFP, we are an organization of consultative advisors and problem solvers. We help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.NFP is proud to offer a competitive salary range of $60,000 - $80,000 per year, paid time off, and other...

  • Pre-MBA Private Equity Associate

    2 days ago

    Bethesda, United States TOIGO Foundation Full time

    Background on Northlane Northlane Capital Partners (NCP) is a lower middle market focused private equity firm that invests in growing, highly profitable companies throughout North America. Based outside of Washington, D.C. in Bethesda, MD, our founding partners have worked together since 2003. We are currently managing over $1 billion and investing from our...

  • Risk & Advisory Services Senior Analyst

    1 week ago

    Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionGRF CPAs & Advisors Risk & Advisory Services (RAS) team assists organizations in adopting an enterprise-wide approach to analyzing and prioritizing risks and aligning them with their strategic goals. RAS is currently made up of four verticals: Internal Audit, Enterprise Risk Management (ERM), Fraud Risk Management, and...

  • Pre-MBA Private Equity Associate

    5 days ago

    Bethesda, United States TOIGO Foundation Full time

    Background on NorthlaneNorthlane Capital Partners (NCP) is a lower middle market focused private equity firm that invests in growing, highly profitable companies throughout North America. Based outside of Washington, D.C. in Bethesda, MD, our founding partners have worked together since 2003. We are currently managing over $1 billion and investing from our...

  • Financial Advisor

    4 days ago

    Bethesda, United States First Financial Group Full time

    We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities· Meet with clients to determine their financial objectives,...

  • Financial Advisor

    3 days ago

    Bethesda, United States First Financial Group Full time

    We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities· Meet with clients to determine their financial objectives,...

  • Pre-MBA Private Equity Associate

    21 hours ago

    Bethesda, United States Northlane Capital Partners Full time

    Background on Northlane Northlane Capital Partners (NCP) is a lower middle market focused private equity firm that invests in growing, highly profitable companies throughout North America. Based outside of Washington, D.C. in Bethesda, MD, our founding partners have worked together since 2003. We are currently managing over $1 billion and investing from our...

  • Pre-MBA Private Equity Associate

    4 days ago

    Bethesda, United States Northlane Capital Partners Full time

    Background on Northlane Northlane Capital Partners (NCP) is a lower middle market focused private equity firm that invests in growing, highly profitable companies throughout North America. Based outside of Washington, D.C. in Bethesda, MD, our founding partners have worked together since 2003. We are currently managing over $1 billion and investing from our...

  • Pre-MBA Private Equity Associate

    3 days ago

    Bethesda, United States Northlane Capital Partners Full time

    Background on Northlane Northlane Capital Partners (NCP) is a lower middle market focused private equity firm that invests in growing, highly profitable companies throughout North America. Based outside of Washington, D.C. in Bethesda, MD, our founding partners have worked together since 2003. We are currently managing over $1 billion and investing from our...

  • Insurance Advisor

    2 days ago

    Bethesda, United States Vibrant-USA Full time

    Client Manager, Commercial Risk (International) - Insurance Advisory SolutionsClient Manager, Commercial Risk (International) - Insurance Advisory SolutionsApply remote type Hybrid locations Bethesda, Maryland, US time type Full time posted on Posted 7 Days Ago job requisition id JR106483The Baldwin Group is an award-winning entrepreneur-led and inspired...

  • Client Manager, Employee Benefits

    3 days ago

    Bethesda, United States Baldwin Risk Partners Full time

    The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...