Advisor, UCTS

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $45k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

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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

• Take in sales leads, determine which type of policy will be needed, and effectively quote business (NO COLD CALLING) • Utilize Salesforce to track and manage new sales leads and metrics • Proactive and diligent client follow-up • Follow underwriting guidelines and carrier SOPs • Master diverse policy types, including Builders Risk, Landlord (short-term/long-term), commercial property, General Liability, and Flood • Help drive growth and expand Obie’s book of business • Participate in interviews and a project exercise as part of the hiring process

🎯 Requirements

• Active Property & Casualty License • 2 or more years of insurance sales experience (Commercial, E&S, Builders Risk, or personal lines home/auto highly preferred) • Familiarity with Salesforce preferred • Ability to generate leads & close business • Highly organized and detail-oriented • Propensity and passion for delivering world-class customer service • Strong insurance knowledge and proven sales skills • Must complete a project exercise demonstrating P&C insurance knowledge and strong communication skills

🏖️ Benefits

• Comprehensive health, dental, vision and life insurance • Flexible paid time off • Retirement savings plan with company match

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