Private Risk Management, Risk Consultant
League City, Texas
2d ago


Position at Baldwin Risk Partners & its entities

Position Summary :

The Risk Consultant 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.

If you were working at BKS, here are some of the things you would have done in the last year :

  • Gathered information and developed recommendations for prospective clients, presented proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures
  • Communicated with clients, prospects, insurance company partners, and service team in an articulate and effective manner
  • Finalized the sale, coordinated collection of deposits, arranged for binders and certificates, and briefed the service team on the policy sale
  • Maintained 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
  • Maintained understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by firm in order to effectively communicate to all involved
  • Met monthly new business goals
  • Positively represented the firm and our insurance company partners in the community
  • Performed other functions as assigned by leadership
  • Looked for opportunities to improve the firm, business segment, and processes. Brought issues and discrepancies to appropriate leadership
  • Education, Skills, Experience and Abilities Requirements :

  • Self-starter with the ability to influence others through effective verbal and written presentation skills
  • Current Florida 2-20 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 their first 90 days
  • Moderate to advanced knowledge of Microsoft Word and Excel
  • Ability to learn appropriate insurance company and firm software systems
  • Demonstrates firm’s core values, exuding behavior that is aligned with corporate culture
  • Experience negotiating, structuring, and issuing personal lines policies; high-net worth experience preferred
  • Working Conditions :

    Fast-paced multi-tasking environment. Travel as required.

    This job description is intended to describe the level of work required of the person performing the job and is not a contract.

    The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm.

    All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

    Baldwin Krystyn Sherman Partners does not provide visa sponsorship at this time.

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