顾问，创新与中小企业
Advisor, Innovation & Small Business
负责新客户开户及现有客户的续约，以符合公司和个人目标。顾问与客户、潜在客户、服务团队、保险公司合作伙伴及影响力中心建立并维护关系，同时识别和寻求销售机会。
主要职责：
以专业的方式呈现方案，详细审查保障内容以确保理解。
以清晰有效的方式与客户、潜在客户、保险公司合作伙伴和服务团队沟通。
完成销售并收集必要的文件、申请表等，并向服务团队简要说明保单销售情况。
通过参与社区活动、参加保险公司合作伙伴举办的研讨会、与行业联系人建立并维护关系、参与网络活动以及通过现有客户推荐来开发潜在客户。
为潜在客户制定信息和建议，呈交方案并遵守公司政策和流程以开设新账户。
在与现有和潜在客户、公司及保险公司合作伙伴互动时，注重准确性、及时性和完整性，以减少可能的错误和遗漏索赔，同时展示强大的组织能力并注重细节。
保持对保险行业及公司所代表的保险公司承保标准的理解和知识，以便有效地与各方沟通。
在社区和保险公司合作伙伴中积极代表公司。
执行领导安排的其他职能。
寻找改进公司、业务部门和流程的机会。将问题和差异报告给适当的管理层。
期望达到每月新业务目标。
知识、技能与能力：
具备中高级水平的微软Word、Excel、Publisher和PowerPoint知识，并能够学习任何其他适当的保险公司和公司软件程序。
展现核心价值观，行为与企业文化一致。
教育与经验：
在公司运营的各州，持有州保险部门要求的所有许可证，以提供风险管理咨询或风险转移解决方案（或能够在入职后的前90天内获得所有必要许可证）。
查看英文原文
The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.PRIMARY RESPONSIBILITIES:
Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
Develops prospects by becoming involved in community affiliations, 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 accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
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 a high attention to detail.
Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
Positively represents the firm in the community and with our insurance company partners.
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.
Is expected to meet monthly new business goals.
KNOWLEDGE, SKILLS & ABILITIES:
Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint, and the ability to learn any other appropriate insurance company and firm software programs.
Demonstrates core values, exuding behavior that is aligned with corporate culture.
EDUCATION & EXPERIENCE:
Maintains all licenses 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.
OTHER:
Fast paced, multi-tasking environment.
Travel is required.
Lifting up to 10 pounds, with some walking, standing, reaching, and the use of hands for the computer.
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 to applicants and colleagues who need them for medical or religious reasons.
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Originally posted on Himalayas