Commercial Risk Specialist

2 days ago

Tampa, Florida, United States Baldwin Risk Partners Full time
Job Title: Commercial Risk Advisor

The Baldwin Group is a leading insurance brokerage firm that delivers expertly crafted commercial insurance and risk management solutions to clients across the United States and abroad. Our team of experienced professionals takes a holistic and tailored approach to insurance and risk management, providing clients with a highly differentiated culture that enhances their business.

Job Summary:

The Commercial Risk Advisor will sell new accounts and renew existing accounts in line with firm and individual goals. This role involves building and maintaining relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.

Key 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.
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:
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
Technical, Computer, and System-Specific Skills:
  • 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

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