Position Summary:Ā We are seeking a motivated and detail-orientedĀ Sales Enablement Specialist to join our growingĀ Commercial Risk Management Group (CRMG)Ā and dynamic team. This entry-level role is designed for a high-potential individual who will play a key part in supporting our internal referral pipeline and driving new business growth within the commercial risk management and property & casualty insurance spaces.
As a foundational team member, you will collaborate closely with Advisors (producers), client managers, and regional leaders to ensure seamless intake and execution of commercial risk client opportunities. Over time, you'll build deep expertise in our core carrier partners and products, with a career path leading toward developing and managing external referral relationships in the property and casualty space as well as client advisory services in the commercial risk management industry.
Key Responsibilities:
Support Internal Referrals: Partner with producers and client service teams to intake and manage internal commercial insurance referrals, ensuring alignment with new business goals.
Pipeline Management: Track and prioritize new opportunities from internal sources to help drive regional revenue growth and client retention.
Carrier Enablement: Learn and build fluency in the offerings, underwriting appetite, and processes of our core personal insurance carrier partners.
Sales Enablement: Assist regional Commercial Risk Management leaders with tools, resources, and data to enhance producer engagement and close new business.
Relationship Development (Long-Term): As knowledge and experience grow, begin to support efforts to cultivate new external referral relationships with key targets across the market.
Collaboration: Work cross-functionally with Marketing, Business Development, and CRMG leadership to support strategic initiatives and regional growth plans.
Requirements for the role:
High school diploma required; Bachelorās degree preferred
1-2 years of relevant sales and/or business development experience required; 1-2 years of customer service experience preferred
Excellent interpersonal, organizational, and communication skills
Ability to manage multiple priorities in a fast-paced environment
Eagerness to learn, grow, and take on increasing responsibility
Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.).
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.
Preferred Qualifications:
Bachelor's degree/certifications or equivalent experience in Business, Finance, Insurance, or related field
Strong interest in commercial risk management and property & casualty areas
Prior internship or experience in insurance, financial services, or sales enablement a plus
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.
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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.
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