Senior Advisor, Commercial and Employee Benefits

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🕒 March 12

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Drive new revenue through proactive prospecting, networking, and strategic relationship development • Identify client risk exposures and design comprehensive insurance solutions aligned to business objectives • Build and maintain a sustainable pipeline of qualified opportunities • Serve as a trusted advisor to business owners, executives, and risk managers • Lead consultative discussions around risk strategy, coverage structure, and long-term planning • Present sophisticated proposals and renewal strategies with clarity and executive-level credibility • Maintain high-touch client relationships to promote retention and cross-sell opportunities • Leverage strong carrier partnerships to secure competitive solutions • Collaborate with internal placement and service teams to deliver seamless execution • Stay current on market conditions, industry trends, and emerging risk exposures • Partner with internal advisors, client experience teams, and specialists to deliver a best-in-class client experience

🎯 Requirements

• 5+ years of commercial or benefits insurance production or advisory experience • Demonstrated success selling mid-to-large market commercial insurance programs • Strong consultative sales approach with executive-level communication skills • Established network and proven ability to generate new business • Deep understanding of commercial risk, coverage structures, and market dynamics • Active insurance license required • Bachelor’s degree preferred

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work arrangements • Professional development opportunities