Associate Advisor, Commerical Risk - Insurance Advisory Solutions jobs in United States
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The Baldwin Group · 1 day ago

Associate Advisor, Commerical Risk - Insurance Advisory Solutions

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Associate Advisor will undergo training to gain technical and sales knowledge while developing their own book of business and supporting clients' needs.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
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Work & Life Balance
Hiring Manager
Jenny Kahle
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Responsibilities

Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients
Identify and generate new sales opportunities through analysis and discovery
Participate in sales meetings to review sales activities and prospective customers with leadership
Develop a full working knowledge of respecitve insurance line products and procedures
Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding
Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved

Qualification

Life & Health insurance licenseMicrosoft WordMicrosoft ExcelCommunication skillsPresentation skillsInfluencing skillsCore values alignmentPersuasion skillsMotivational skillsLearning ability

Required

Obtain and maintain a Life & Health insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment)
Excellent communication and presentation skills
Strong ability to persuade, motivate and influence others
Basic knowledge of Microsoft Word and Excel
Ability to learn appropriate insurance company and firm software systems
Demonstrates core values, exuding behavior that is aligned with the firm's culture

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