RogersGray, A Baldwin Risk Partner · 1 day ago

Advisor (Producer), Commercial Risk - RogersGray

United States

Full-time

Remote

Entry Level

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Employee BenefitsFinancial Services

Growth Opportunities

Hiring Manager

Jessica La Salvia

Insider Connection @RogersGray, A Baldwin Risk Partner

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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

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SalesClient Relationship ManagementMicrosoft Office Suite

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

Preferred

Company

RogersGray, A Baldwin Risk Partner

#1 "Best Agency to Work For" in the United States - Insurance Journal Top #100 Largest Agencies in the United States - Insurance Journal Boston Globe's "Top Places to Work" Boston Business Journal's "Best Places to Work" (2017-2021) RogersGray, A Baldwin Risk Partner, offers thoughtful, tailored strategic solutions to our clients, their families, and their companies.

Founded in 1906