Advisor - Personal Lines
About The Position
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines 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. Are you a motivated sales professional who thrives on building relationships and helping clients find the right insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver exceptional client experiences, and make a lasting impact in the community. This is an excellent opportunity for a self-starter who enjoys networking, closing business, and being rewarded for their performance.
Requirements
- Strong sales, relationship-building, and communication skills
- Self-motivated with the ability to work independently and manage a pipeline
- Organized with exceptional attention to detail
- Ability to thrive in a fast-paced, goal-oriented environment
- Professional verbal and written communication skills
- Comfortable using Microsoft Office and learning agency management systems
- Positive attitude and commitment to delivering outstanding customer service
- Active Property & Casualty Insurance License
- Ability to travel locally for client meetings, networking events, and community involvement
- Valid driver's license
Nice To Haves
- Previous insurance sales or consultative sales experience preferred
Responsibilities
- Generate new business while managing and renewing existing client accounts
- Meet with clients to understand their insurance needs and recommend customized coverage solutions
- Present insurance proposals clearly and professionally, ensuring clients understand their coverage options
- Close new business and collect all required applications and documentation
- Partner closely with the service team to ensure a seamless client experience after the sale
- Develop new business opportunities through networking, referrals, community involvement, and industry events
- Build strong relationships with insurance carrier partners and local centers of influence
- Stay current on insurance products, underwriting guidelines, and industry trends
- Maintain accurate client records and documentation while following agency procedures
- Consistently meet or exceed monthly new business goals
- Represent the agency professionally within the community and with carrier partners
Benefits
- Competitive compensation with uncapped earning potential
- Opportunity to build a long-term book of business
- Supportive team environment with dedicated service staff
- Professional development and ongoing training
- Career growth opportunities within a respected and growing agency
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
