Insurance Advisor, PL

The Baldwin Group•Charlotte, NC

1d•Onsite

About The Position

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 (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management. This position, internally titled Insurance Advisor (licensed Insurance Agent), is focused on connecting with people, understanding their needs, and helping them find the right coverage. You will be working in a dynamic sales center environment, closing deals and making a real impact. As a Top 20 Insurance Broker, the company provides access to multiple carriers to offer clients the best coverage at the best price, and all leads are provided.

Requirements

Love talking to people (on the phone all day).
Strong communication skills—both verbal and written.
Persuasive, goal-oriented, and driven to succeed.
Friendly, outgoing, and eager to grow our client base.
Self-motivated and great at managing your time.
Resilient—able to handle rejection and keep moving forward.
Familiar with the sales process from start to finish.
Ability to pass the P&C license test.

Nice To Haves

Experience in sales or call centers.
Tech-savvy: Microsoft Office and CRM/Salesforce experience.

Responsibilities

Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.