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The Baldwin Group · 5 months ago

Advisor, Employee Benefits

Kingston, Massachusetts, US

Full-time

Hybrid

New Grad, Entry Level

The Baldwin Group is a company focused on employee benefits, and they are seeking an Advisor to sell new accounts and renew existing ones. The role involves building and maintaining relationships with clients and partners while identifying sales prospects and ensuring effective communication throughout the sales process.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Qualification

Insurance knowledgeSales skillsMicrosoft Office SuiteOrganizational skillsCommunication skills

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 required

Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

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

Preferred

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011