Sales Enablement Specialist, Commercial Risk - Middle Market
Position Summary
The Baldwin Group is seeking a motivated and detail-oriented Sales Enablement Specialist to join their growing Commercial Risk Management Group (CRMG) and dynamic team. This entry-level role is designed for a high-potential individual who will play a key part in supporting their internal referral pipeline and driving new business growth within the commercial risk management and property & casualty insurance spaces.
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
High school diploma required; Bachelor’s 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.)
Licenses: 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