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The Baldwin Group · 3 months ago

Sales Enablement Specialist - Commerical Risk Management

Bethesda, Maryland, US

Full-time

Onsite

Entry Level

$66K/yr - $70K/yr

1+ years exp

The Baldwin Group is an award-winning insurance brokerage firm specializing in Commercial Insurance and Risk Management. They are seeking a motivated Sales Enablement Specialist to support internal referral pipelines and drive new business growth within the commercial risk management and property & casualty insurance sectors.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Support Internal Referrals: Partner with producers and client service teams to intake and manage internal HNW personal 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 Private 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 attorneys, wealth advisors, and family offices

Collaboration: Work cross-functionally with Marketing, Business Development, and PRM leadership to support strategic initiatives and regional growth plans

Qualification

CRM systemsSales experienceCommunication skillsOrganizational skillsCustomer service experienceEagerness to learnMulti-tasking abilityInterest in risk managementInterpersonal skills

Required

High school diploma required; Bachelor's degree preferred

1-2 years of relevant sales and/or business development experience required; 1-2 years of customer service experience preferred

Excellent interpersonal, organizational, and communication skills

Ability to manage multiple priorities in a fast-paced environment

Eagerness to learn, grow, and take on increasing responsibility

Rapid 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

Bachelor's degree/certifications or equivalent experience in Business, Finance, Insurance, or related field

Strong interest in commercial risk management and property & casualty areas

Prior internship or experience in insurance, financial services, or sales enablement a plus

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

Tampa, Florida, USA

1001-5000 employees