Commercial Lines Advisor/Producer
Company: Baldwin Risk Partners
Location: Lakeland
Posted on: June 26, 2022
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Job Description:
Business Segment: - - - - - - - - - - - - - -Middle Market -
CRMG
---Position Summary:The Advisor generates new client relationships
and maintains existing client relationships by identifying and
capturing market opportunities to apply our insurance and risk
management value proposition to support the clients' needs and
passions.
Principal Responsibilities: - - - - - - - - -Presents proposals in
a professional manner, reviewing coverages in detail to ensure
understanding. - - - - - - - - -Finalizes the sale, coordinates the
collection of deposits or premiums, arranges for binders and
certificates, and briefs the service team on the policy sale. - - -
- - - - - -Meets or exceeds monthly new business goals. - - - - - -
- - -Develops prospects by becoming affiliated with community
organizations, attending insurance company partner hosted seminars,
building and maintaining relationships with industry contacts,
engaging in networking events and through referrals from current
accounts. - - - - - - - - -Develops information and recommendations
for prospective clients, presents proposals and adheres to the
organization's policies and procedures for writing a new account. -
- - - - - - - -Maintains a concern for accuracy, timeliness and
completion when interacting with current and prospective clients,
the organization and insurance company partners to minimize
potential for errors and omissions claims while demonstrating
strong organizational skills with high attention to detail. - - - -
- - - - -Maintains an understanding and knowledge of insurance
industry and underwriting criteria for Insurance Company Partners
represented by firm to effectively communicate to all involved. - -
- - - - - - -Identifies and solicits sales prospects from various
sources. - - - - - - - - -Positively represents the Firm and
Insurance Company Partners in the community. - - - - - - - -
-Performs other functions as assigned by leadership. - - - - - - -
- -Look for opportunities to improve the organization, business
segment, and processes. Brings issues and discrepancies to
appropriate leadership. -Education, Experience, Skills and
Abilities Requirements: - - - - - - - - -Obtain and maintain a
state insurance license, 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. - - - - - - - - -Moderate to advanced
knowledge of Microsoft Word and Excel. - - - - - - - - -Ability to
learn appropriate insurance company and firm software systems. - -
- - - - - - -Demonstrates the organization's core values, exuding
behavior that is aligned with corporate culture. -Special Working
Conditions:Fast-paced, multi-tasking environment.Travel as
required. -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
modified to reasonably accommodate physically or mentally
challenged colleagues. -
Keywords: Baldwin Risk Partners, Lakeland , Commercial Lines Advisor/Producer, Other , Lakeland, Florida
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