Advisor, Innovation – Small Business

🕒 Setembro 14

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👻 Score fantasma 10%

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The Baldwin Group

1001 - 5000 funcionários

💼 Consultoria

🏥 Saúde

⚖️ Jurídico

💰 $170.000.000 Post IPO debt em 2023-10

Consulting • Healthcare • Legal

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• Sell new accounts and renew existing accounts in keeping with firm and individual goals • Build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence • Present proposals professionally and review coverages in detail • Communicate effectively with clients, prospects, insurance company partners, and the service team • Finalize sales, collect necessary documents and applications, and brief the service team on policy sales • Develop prospects through community affiliations, seminars, industry contacts, networking events, and referrals • Develop information and recommendations for prospective accounts and adhere to firm policies and procedures for writing new accounts • Maintain accuracy, timeliness, completion, organization, and attention to detail • Maintain knowledge of the insurance industry and underwriting criteria • Represent the firm positively in the community and with insurance company partners • Identify opportunities to improve the firm, business segment, and processes • Bring issues and discrepancies to appropriate leadership • Meet monthly new business goals • Perform other functions as assigned by leadership

🎯 Requisitos

• Maintains all licenses 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 • Self-starter with the ability to influence others through effective verbal and written presentation skills • Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint • Ability to learn appropriate insurance company and firm software programs • Demonstrates core values and behavior aligned with corporate culture • Ability to work in a fast-paced, multi-tasking environment • Lifting up to 10 pounds, with some walking, standing, reaching, and use of hands for the computer

🏖️ Benefícios

• Travel is required • Reasonable accommodation for medical or religious reasons

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