Commercial Risk Advisor

5 days ago

Tampa, 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 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, Commercial 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.

POSITION SUMMARY:

  • The Advisor, Commercial 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.
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

  • Client Executive, Commercial Risk-BKS Partners

    1 month ago

    Tampa, United States Baldwin Risk Partners Full time

    BKS Partners 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...

  • Client Executive, Commercial Risk-BKS Partners

    1 week ago

    Tampa, Florida, United States Baldwin Risk Partners Full time

    BKS Partners 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...

  • Client Executive, Commercial Risk-BKS Partners

    4 weeks ago

    Tampa, United States Baldwin Risk Partners Full time

    BKS Partners 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...

  • Client Manager, Commercial Risk-BKS Partners

    1 month ago

    Tampa, United States Baldwin Risk Partners Full time

    BKS Partners 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...

  • Client Manager, Commercial Risk-BKS Partners

    3 weeks ago

    Tampa, United States Baldwin Risk Partners Full time

    BKS Partners 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...

  • Claims Consultant, Commercial Risk

    1 week ago

    Tampa, Florida, United States Baldwin Risk Partners Full time

    RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you. Position Summary: The Claims...

  • Claims Consultant, Commercial Risk

    4 weeks ago

    Tampa, United States Baldwin Risk Partners Full time

    RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you. Position Summary: The Claims...

  • Claims Consultant, Commercial Risk

    3 weeks ago

    Tampa, United States Baldwin Risk Partners Full time

    RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you. Position Summary: The Claims...

  • Client Service Analyst, Commercial Risk-BKS Partners

    1 week ago

    Tampa, Florida, United States Baldwin Risk Partners Full time

    BKS Partners 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...

  • Client Service Analyst, Commercial Risk-BKS Partners

    4 days ago

    Tampa, United States Baldwin Risk Partners Full time

    BKS Partners 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...

  • Client Executive, Commercial Risk-BKS Partners

    1 month ago

    Tampa, United States BRP Group, Inc. Full time

    BKS Partners 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...

  • Client Executive, Commercial Risk-BKS Partners

    4 weeks ago

    Tampa, United States BRP Group, Inc. Full time

    BKS Partners 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...

  • Client Manager, Commercial Risk-BKS Partners

    1 month ago

    Tampa, United States BRP Group, Inc. Full time

    BKS Partners 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...

  • Client Manager, Commercial Risk-BKS Partners

    4 weeks ago

    Tampa, United States BRP Group, Inc. Full time

    BKS Partners 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...

  • Experienced Commercial Real Estate Advisor

    4 weeks ago

    Tampa, United States SkyView Advisors Full time

    Here at SkyView Advisors we are revolutionizing the Commercial Real Estate industry. We have broken free from the traditional brokerage model to emphasis leading technology to maximize efficiency, total transparency, no internal competition, and day 1 access to OM prep, institutional caliber financial modeling, due diligence management, and transaction...

  • Experienced Commercial Real Estate Advisor

    4 weeks ago

    Tampa, United States SkyView Advisors Full time

    Here at SkyView Advisors we are revolutionizing the Commercial Real Estate industry. We have broken free from the traditional brokerage model to emphasis leading technology to maximize efficiency, total transparency, no internal competition, and day 1 access to OM prep, institutional caliber financial modeling, due diligence management, and transaction...

  • Relationship Manager, Private Risk

    1 month ago

    Tampa, United States Baldwin Risk Partners Full time

    The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone....

  • Relationship Manager, Private Risk

    4 weeks ago

    Tampa, United States Baldwin Risk Partners Full time

    The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone....

  • Commercial Insurance Sales Producer

    3 weeks ago

    Tampa, United States World Insurance Associates LLC Full time

    Position Overview Our Client Advisors bring risk management solutions to both businesses and individuals. Your primary focus will be on prospecting / identifying, cultivating, and closing new commercial clients (small, medium, and large - with no limits and no segmentation requirements.) While your focus is selling commercial lines risk solutions, you...

  • Sr Credit Risk Review Officer

    2 weeks ago

    Tampa, United States Seacoast Bank Full time

    Job DescriptionJob DescriptionJOB SUMMARY:Under the direction of the Director and/or Credit Risk Review Manager, the Credit Review Officer participates in the assessments of the Bank’s commercial lending units to assess overall asset quality, risk and compliance with established underwriting policies, procedures, limits, and concentrations. Assess the...