Associate Advisor – responsible for growing and managing a book of commercial insurance business through comprehensive training and client engagement.
Position Summary:
The Associate Advisor will gain knowledge of commercial insurance to develop technical and sales expertise. The role includes an in‑depth training program and mentorship from experienced Advisors. The individual will learn the firm’s insurance and risk management value proposition to support clients’ needs and passions.
Primary Responsibilities:
Grow your own book of business by generating, prospecting, soliciting, and closing new accounts, and beginning to retain clients.
Identify and generate new sales opportunities through analysis and discovery.
Participate in sales meetings to review sales activities and prospective customers with leadership.
Develop a full working knowledge of the respective insurance line products and procedures.
Present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
Maintain an understanding of insurance industry and underwriting criteria for the partner Insurance Companies represented by the firm to effectively communicate with all involved.
Knowledge, Skills & Abilities:
Excellent communication and presentation skills.
Strong ability to persuade, motivate and influence others.
Basic knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software systems.
Demonstrates core values, exuding behavior that aligns with the firm’s culture.
Education & Experience:
Obtain and maintain a Property & Casualty insurance license, as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment.
The starting pay is $80,000+ annually; salary is negotiable upon time of hire.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation for applicants and colleagues needing medical or religious accommodations.
Equal Employment Opportunity Statement:
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
