Business Development Associate - Medicare jobs in United States
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The Baldwin Group · 1 week ago

Business Development Associate - Medicare

The Baldwin Group is a major national firm specializing in business insurance, employee benefits, retirement planning, and personal insurance. They are seeking a Business Development Associate to cultivate connections and manage partnerships with brokers and agencies, while providing necessary training and support to ensure successful account management.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
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Work & Life Balance
Hiring Manager
Katelyn Cummings
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Responsibilities

The appointed candidate will function under the direct supervision of the Business Development Manager providing necessary instruction and guidance for optimum training and professional development
The Business Development Associates will engage in outbound communication via phone to target markets to leverage supplied lists to identify and establish valuable business relationships with prospective insurance producers (recruitment). These professionals are expected to specialize in their defined markets utilizing critical information resources and independent research
The Business Development Associates will diligently onboard and manage recently recruited insurance partners and offer them requisite training and guidance to ensure optimal account management
The incumbents will manage and respond to inbound leads from email marketing campaigns and extend administrative support when needed, in particular, for training exercises and for expedient account maintenance. Occasional travel may be required for team training or to ignite new partner relationships

Qualification

Insurance licenseFMOsMicrosoft OfficeSales experienceCustomer service skillsCommunication skillsRelationship buildingSelf-starter

Required

A minimum of a high school diploma or GED is required
An existing insurance license is mandatory
Experience working with FMOs is required
Possession of computer skills, including proficiency in Microsoft Office, Excel, and Outlook, with high-speed internet connectivity, is essential
Basic office equipment and a laptop will be supplied
The ideal candidate should have a likable personality and possess the ability to work productively under pressure
Being a self-starter is critical when working remotely
Ability to initiate and maintain cordial and professional relationships with leads in a virtual environment (through phone, zoom, or teams) is vital
A willingness to learn, communicate effectively, and aspire to achieve set goals while advancing within the company is essential
Strong verbal abilities and a likable personality that conveys goodwill and enthusiasm, while making new friends promptly
Finally, the applicant must demonstrate a keen interest in cultivating long-term and productive relationships with clients

Preferred

Experience with sales, customer service, or general people skills is preferred
The individual must possess the ability to carry out repetitive tasks skillfully, cheerfully, and generate commendable outcome

Benefits

Open PTO policy, plus up to 12 federal holidays
Complete health benefits package
401K with company matching
Stock options
And more…

Company

The Baldwin Group

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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.

Funding

Current Stage
Public Company
Total Funding
$1.5B
Key Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M

Leadership Team

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Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
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Richard Tallo
Chief Marketing Officer at The Baldwin Group
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Company data provided by crunchbase