Sales Enablement Specialist - Commerical Risk Management
Posted yesterday
baldwinBethesda (MD)
Insurance Sales AgentsAll Other Insurance Related Activities
SENIORITY
Junior
SALARY
$66,500 - $70,000 annually
About the role
Sales Enablement SpecialistThe 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 takes a holistic and tailored approach to insurance and risk management.Position Summary: We are seeking a motivated and detail-oriented Sales Enablement Specialist to join our growing Commercial Risk Management Group (CRMG) and dynamic team. This entry-level role is designed for a high-potential individual who will play a key part in supporting our internal referral pipeline and driving new business growth within the commercial risk management and property & casualty insurance spaces.As a foundational team member, you will collaborate closely with Advisors (producers), client managers, and regional leaders to ensure seamless intake and execution of commercial risk client opportunities. Over time, you'll build deep expertise in our core carrier partners and products, with a career path leading toward developing and managing external referral relationships in the property and casualty space as well as client advisory services in the commercial risk management industry.Key Responsibilities:Support Internal Referrals: Partner with producers and client service teams to intake and manage internal commercial insurance referrals, ensuring alignment with new business goals.Pipeline Management: Track and prioritize new opportunities from internal sources to help drive regional revenue growth and client retention.Carrier Enablement: Learn and build fluency in the offerings, underwriting appetite, and processes of our core personal insurance carrier partners.Sales Enablement: Assist regional Commercial Risk Management leaders with tools, resources, and data to enhance producer engagement and close new business.Relationship Development (Long-Term): As knowledge and experience grow, begin to support efforts to cultivate new external referral relationships with key targets across the market.Collaboration: Work cross-functionally with Marketing, Business Development, and CRMG leadership to support strategic initiatives and regional growth plans.Requirements for the role:High school diploma required; Bachelor's degree preferred1-2 years of relevant sales and/or business development experience required; 1-2 years of customer service experience preferredExcellent interpersonal, organizational, and communication skillsAbility to manage multiple priorities in a fast-paced environmentEagerness to learn, grow, and take on increasing responsibilityRapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.).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.Preferred Qualifications:Bachelor's degree/certifications or equivalent experience in Business, Finance, Insurance, or related fieldStrong interest in commercial risk management and property & casualty areasPrior internship or experience in insurance, financial services, or sales enablement a plusThe starting pay for this position is $66,500 - $70,000 annually. Salary is negotiable upon time of hire.
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