To serve the Lake Nona Region by promoting commerce and providing

    resources for the benefit of our members and the community. 

  • Laureate Insurance Partners- Personal Risk Advisor

    Laureate Insurance Partners
    Job Description

    Laureate Insurance Partners Personal Risk Advisor


    Position at Baldwin Risk Partners & its entities

    The Insurance Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, service team, insurance company partners and centers of influence, while identifying and soliciting sales prospects.


    • 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 

    Major Responsibilities:

    • Gather 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

    • Communicate with clients, prospects, insurance company partners, and service team in an articulate and effective manner

    • Finalize the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale

    • Develop 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

    • Create informative insurance articles and journals for external publishing, if desired

    • Maintain 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

    • Maintain understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by firm in order to effectively communicate to all involved


    Working Conditions

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

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    Contact Information