Employee Benefits Advisor

1 week ago

Tampa, United States Burnham 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 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, Employee Benefits 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.

POSITION SUMMARY:

  • The Advisor, Employee Benefits 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.
PRIMARY 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 AND EXPERIENCE REQUIREMENTS:
  • Certification(s): None required; None preferred
  • License(s): 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 or be willing and able to obtain all required licenses within the first 90 days of employment required; 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 or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
  • 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
OTHER REQUIREMENTS:
  • None
SPECIAL WORKING CONDITIONS:
  • 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 accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
  • BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:
  • 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.
MANAGEMENT AND SUPERVISORY SCOPE:
  • Insert
FINANCIAL AND BUDGET ACCOUNTABILITY:
  • Yes/No


Click here for some insight into our culture

  • Senior Employee Benefits Strategic Advisor

    7 days ago

    Tampa, Florida, United States HUB International Limited Full time

    At HUB International Limited, we are a leading global insurance and employee benefits broker. As the 5th largest in our field, we provide comprehensive solutions for property, casualty, risk management, life and health, employee benefits, investment, and wealth management services.About Our CompanyWe pride ourselves on being a trusted partner to our clients,...

  • Financial Advisor

    2 months ago

    Tampa, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do:  Directly...

  • Account Manager- Employee Benefits

    4 weeks ago

    Tampa, United States StanCorp Financial Group Full time

    You will be supporting our business growth, profitability, and retention of clients in your region by developing and maintaining an effective account management strategy for assigned accounts within our Employee Benefits Sales and Service office. Ass Account Manager, Benefits, Employee, Manager, Producer, Account, Accounting

  • Account Manager- Employee Benefits

    3 weeks ago

    Tampa, United States StanCorp Financial Group Full time

    At The Standard, you'll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right - across the company and in our local communities. We offer a caring culture where you can...

  • Sales Executive- Employee Benefits

    6 months ago

    Tampa, United States AssuredPartners Full time

    Overview Love what you do but not where you do it? As a Sales Executive at AssuredPartners, you will use your existing sales skills and experience and leverage AssuredPartners’ suite of resources and trainings to reach new heights, all while having fun with a team of like-minded professionals dedicated to reaching new heights together. At one of...

  • Employee Benefits Account Executive

    4 days ago

    Tampa, Florida, United States Harrison Gray Search Full time

    Harrison Gray Search is looking for a highly skilled Employee Benefits Account Executive to join their team. Our client, a prominent insurance agency, is seeking a professional who can manage client relationships, ensure their needs are met efficiently and effectively, and provide key client materials such as monthly data, renewal details, and alternative...

  • Employee Benefits Account Manager- Hybrid

    1 week ago

    Tampa, United States HUB International Limited Full time

    INTERNATIONAL:HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management pro Account Manager, Benefits, Manager, Employee, Account, Accounting, Management

  • Cannabis Advisor

    2 months ago

    Tampa, United States Verano Full time

    Job Summary The Cannabis Advisor is responsible for providing exceptional individualized customer service, educational consulting, and in some cases patient record management. Essential Duties and Responsibilities Possess a positive attitude while greeting customers and patients. Be an advocate of cannabis customer care. Help customers and patients...

  • Employee Benefits Career Track Professional

    5 days ago

    Tampa, Florida, United States USI Holdings Corporation Full time

    Join us as a Benefits Associate Account Representative at USI Holdings Corporation and take your career to the next level. In this role, you will play a critical part in delivering exceptional client service and support in all aspects of account management.About the Role:Day-to-day account management responsibilities, ensuring seamless delivery of services...

  • Life Solutions Advisor

    7 days ago

    Tampa, Florida, United States USAA Full time

    Discover Your Career Path at USAAJob OverviewUSAA is a leading provider of financial services to U.S. military members and their families.We are seeking an experienced Life Solutions Advisor to join our team.About the RoleThe Life Solutions Advisor will be responsible for assessing member life insurance needs, providing advice, and making recommendations...

  • Senior Legal Advisor

    5 days ago

    Tampa, Florida, United States Citigroup Inc Full time

    Citigroup Inc. is a global bank that offers a wide range of financial services to its customers. We are currently seeking a highly skilled Senior Legal Advisor to join our team.The ideal candidate will have a strong background in law and experience working with businesses. The role will involve providing legal guidance and advice to the company, as well as...

  • Client Manager

    4 weeks ago

    Tampa, United States StanCorp Financial Group Full time

    As a Client Manager Regional Accounts on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education. In this role, you Manager, Benefits, Sales Representative, Employee, Client, Account, Business Services

  • Benefits Administration Specialist

    4 days ago

    Tampa, Florida, United States Top Stack Full time

    Job Summary">We are seeking a Benefits Administration Specialist to join our team at Top Stack. As a key member of our human capital industry focused organization, you will play a vital role in ensuring the success of our clients and driving innovation through your expertise.">About the Role">The Benefits Administration Specialist will be responsible for...

  • Client Manager

    3 weeks ago

    Tampa, United States StanCorp Financial Group Full time

    At The Standard, you'll join a team focused on putting our customers first.Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right - across the company and in our local communities.We offer a caring culture where you can make...

  • Client Manager

    3 weeks ago

    Tampa, United States StanCorp Financial Group Full time

    At The Standard, you'll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right - across the company and in our local communities. We offer a caring culture where you can...

  • Employee Benefits Account Executive

    2 months ago

    Tampa, United States Risk Strategies Full time

    Job Summary The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client's benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the...

  • Service Advisor at Westshore Mazda

    2 weeks ago

    Tampa, United States Morgan Auto Group Full time

    Description "> We are a part of the fast-growing Morgan Auto Group, a Florida leader in automotive retail. We are looking to add a qualified Service Advisor to our team at Westshore Mazda. We offer our associates a team environment, great benefits and ongoing training and support. Growth opportunities are available!

  • Compassionate RN Field Care Advisor

    2 days ago

    Tampa, Florida, United States Chapters Health System Full time

    About This OpportunityWe are seeking a compassionate and skilled RN Field Care Advisor to join our team at Chapters Health System. In this role, you will provide exceptional patient care and support to patients and families in their homes, assisted living facilities, nursing homes, or hospitals within our assigned affiliate territories.Job SummaryThe RN...

  • Employee Benefits Account Manager

    1 week ago

    Tampa, United States Clark Insurance Full time

    Company: Marsh McLennan Agency Description: Primary Purpose: Primarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by...

  • Compassionate Field Care Advisor

    1 week ago

    Tampa, Florida, United States Chapters Health System Full time

    About the Role:The Field Care Advisor Nurse is a key member of our team, responsible for providing exceptional patient care and support in various settings.Job Overview:We are seeking an experienced RN to join our team as a Field Care Advisor. This role involves visiting patients, families, and community partners in their homes, assisted living facilities,...