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The Baldwin Group

Director of Sales, Commercial Risk - Middle Market

Posted Yesterday
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In-Office
Boston, MA, USA
150K-150K Annually
Senior level
In-Office
Boston, MA, USA
150K-150K Annually
Senior level
Directs commercial risk sales by developing revenue strategies, expanding markets, managing key client relationships, and leading a high-performing sales team. Responsibilities include hiring, coaching, monitoring performance, upselling insurance products, ensuring regulatory compliance, collaborating across departments, and tracking market and competitor trends. The role requires strong insurance knowledge, particularly Medicare regulations, leadership capabilities, communication skills, analytical thinking, and proficiency with Microsoft Office and Excel.
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The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Position Summary: The Director of Sales, Commercial Risk will be responsible for developing and executing sales strategies to meet revenue targets, managing a team of sales professionals, and ensuring compliance with regulatory requirements.

Primary Responsibilities:

  • Develop and implement sales strategies to meet revenue and growth targets, identifying opportunities for new sales channels and leading the expansion into new markets.

  • Hire, manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service.

  • Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services.

  • Develop and maintain up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients.

  • Monitor sales performance and provide feedback and coaching to improve productivity and meet performance targets.

  • Ensure compliance with regulatory requirements and company policies and procedures.

  • Collaborate with other departments to ensure that the insurance division is integrated effectively with other business lines.

  • Develop and maintain up-to-date knowledge of market trends and competitor activities and adjust strategies accordingly.

Knowledge, Skills & Abilities:

  • Strong leadership skills and ability to manage a high-performing team

  • Excellent communication skills, both oral and written

  • Strong analytical and problem-solving skills

  • Ability to develop and implement sales strategies to meet revenue targets

  • In-depth knowledge of Medicare insurance regulations and compliance requirements

  • Ability to work collaboratively with other departments to achieve organizational goals

  • Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills

  • Must demonstrate core values, exuding behavior aligned with the firms' culture

Education & Experience:

  • 7 - 10+ years of experience in financial services, commercial risk management or insurance sales

  • At least 5+ years of experience in a leadership role

  • Bachelor's degree/certifications or equivalent experience in Business, Finance, Insurance, or related field preferred

The starting pay for this position is $150,000+ annually. Salary is negotiable upon time of hire.

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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