Advisor, Innovation – Small Business

🕒 September 14

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 24%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

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

• 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

🎯 Requirements

• 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

🏖️ Benefits

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

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