Risk Consultant

at  Baldwin Risk Partners

The Risk Consultant, Private Risk sells new accounts in keeping with firm and individual goals. Consultants build relationships with prospects, service team, insurance company partners and centers of influence, while identifying and soliciting sales prospects.

POSITION SUMMARY:

• The Risk Consultant, Private Risk sells new accounts in keeping with firm and individual goals. Consultants build relationships with prospects, service team, insurance company partners and centers of influence, while identifying and soliciting sales prospects.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Experience negotiating, structuring, and issuing personal lines policies; high-net worth experience is preferred.
• Self-starter with the ability to influence others through effective verbal and written presentation skills.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• None

PRIMARY RESPONSIBILITIES:

• Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
• Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Expected to meet monthly new business goals.
• Positively represents the firm and our insurance company partners in the community.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.

PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:

• Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
• Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Expected to meet monthly new business goals.
• Positively represents the firm and our insurance company partners in the community.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.

FINANCIAL AND BUDGET ACCOUNTABILITY:

• Yes/No
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