Advisor, Commercial Risk - Middle Market
Posted 10 days ago
baldwin group colleagueBethesda (MD)
Insurance Sales AgentsInsurance Agencies and Brokerages
SENIORITY
Senior
SALARY
$100,000
About the role
Job Summary The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals.
Primary Responsibilities Present proposals professionally, reviewing coverages in detail to ensure understanding.
Communicate with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
Finalize the sale, collect required documents and applications, and brief the service team on the policy sale.
Develop prospects by engaging in community affiliations, attending partner‑hosted seminars, building and maintaining industry contacts, networking events, and referrals from current accounts.
Develop information and recommendations for prospective accounts, present proposals, and adhere to firm policies and procedures for writing a new account.
Maintain 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; demonstrate strong organizational skills with high attention to detail.
Maintain understanding and knowledge of the insurance industry and underwriting criteria for represented partners to communicate effectively to all involved.
Positively represent the firm in the community and with insurance partners.
Perform other functions as assigned by leadership and look for opportunities to improve the firm, business segment, and processes, bringing issues and discrepancies to appropriate leadership.
Meet monthly new business goals.
Education and Experience Requirements License(s): Maintain all required state insurance licenses or be willing and able to obtain them within the first 90 days of employment.
Knowledge, Skills, and Abilities Demonstrate alignment with the firm's core values and culture.
Intermediate to advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); ability to learn any other relevant software.
Special Working Conditions Fast paced, multi‑tasking environment.
Compensation Starting pay: $100,000+. Salary is negotiable at the time of hire.
Equal Employment Opportunity 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.
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