The Baldwin Group Benefits Overview

The Private Risk Advisor sells and renews insurance accounts, builds client relationships, communicates effectively, and achieves monthly business goals.

The Advisor is responsible for selling and renewing insurance accounts, building client relationships, and achieving new business goals while adhering to firm policies.

Leads commercial risk client service for large accounts, coordinates carrier relationships, supports marketing and risk analysis, develops placement and renewal strategies, and mentors colleagues. The role requires analyzing complex exposures, recommending insurance solutions, maintaining carrier relationships, coordinating service delivery, improving processes, and supporting special projects. It requires extensive commercial account management experience, state insurance licenses, strong communication skills, and Microsoft Office proficiency.